iShares Russell 2000 Value Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 6.3k | 166.82 |
| 2024-06-30 | $989k | 6.5k | 152.30 |
| 2024-03-31 | $1.0M | 6.6k | 158.81 |
| 2023-12-31 | $1.0M | 6.6k | 155.33 |
| 2023-09-30 | $970k | 7.2k | 135.55 |
| 2023-06-30 | $1.3M | 9.5k | 140.80 |
| 2023-03-31 | $1.5M | 11k | 137.02 |
| 2022-12-31 | $1.7M | 12k | 138.67 |
| 2022-09-30 | $1.6M | 13k | 128.92 |
| 2022-06-30 | $1.9M | 14k | 136.16 |
| 2022-03-31 | $1.9M | 12k | 161.39 |
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