iShares Russell 2000 Value Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 15k | 176.81 |
| 2025-06-30 | $2.2M | 14k | 157.76 |
| 2025-03-31 | $2.2M | 14k | 150.98 |
| 2024-12-31 | $2.4M | 14k | 164.17 |
| 2024-09-30 | $2.4M | 15k | 166.82 |
| 2024-06-30 | $2.2M | 15k | 152.30 |
| 2024-03-31 | $2.5M | 16k | 158.81 |
| 2023-12-31 | $2.5M | 16k | 157.72 |
| 2023-09-30 | $2.2M | 16k | 136.49 |
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