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iShares Russell 2000 Value Index shares owned by Berkeley

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Berkeley from 13F filings

Historical chart of Berkeley investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Berkeley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Berkeley

Quarter filed Position value Share count Share price at filing
2024-12-31 $492k 3.0k 164.15
2024-09-30 $512k 3.1k 166.83
2024-06-30 $472k 3.1k 152.29
2024-03-31 $725k 4.6k 158.80
2023-12-31 $745k 4.8k 155.32
2023-09-30 $682k 5.0k 135.56
2023-06-30 $708k 5.0k 140.81
2023-03-31 $688k 5.0k 137.03
2022-12-31 $696k 5.0k 138.66
2022-09-30 $646k 5.0k 128.93
2022-06-30 $695k 5.1k 136.14
2022-03-31 $836k 5.2k 161.40
2021-12-31 $865k 5.2k 166.06
2021-09-30 $881k 5.5k 160.23
2021-06-30 $1.0M 6.2k 165.77
2021-03-31 $991k 6.2k 159.47
2020-12-31 $819k 6.2k 131.76