iShares Russell 2000 Value Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 338 | 176.81 |
| 2025-06-30 | $53k | 338 | 157.76 |
| 2025-03-31 | $51k | 338 | 150.98 |
| 2024-12-31 | $56k | 338 | 164.17 |
| 2024-09-30 | $56k | 338 | 166.82 |
| 2024-06-30 | $52k | 338 | 152.30 |
| 2024-03-31 | $54k | 338 | 158.81 |
| 2023-12-31 | $53k | 338 | 155.33 |
| 2023-09-30 | $46k | 338 | 135.55 |
| 2023-06-30 | $48k | 338 | 140.80 |
| 2023-03-31 | $46k | 338 | 137.02 |
| 2022-12-31 | $47k | 338 | 138.67 |
| 2022-09-30 | $44k | 338 | 130.18 |
| 2022-06-30 | $46k | 338 | 136.09 |
| 2022-03-31 | $55k | 338 | 162.72 |
| 2021-12-31 | $56k | 338 | 165.68 |
| 2021-09-30 | $54k | 338 | 159.76 |
| 2021-06-30 | $56k | 338 | 165.68 |
| 2021-03-31 | $54k | 338 | 159.76 |
| 2020-12-31 | $45k | 338 | 133.14 |
| 2020-09-30 | $34k | 338 | 100.59 |
| 2020-06-30 | $32k | 324 | 98.77 |
| 2020-03-31 | $26k | 317 | 82.02 |
| 2019-12-31 | $40k | 311 | 128.62 |
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