iShares Russell 2000 Value Index shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 2.7k | 176.81 |
| 2025-06-30 | $429k | 2.7k | 157.76 |
| 2023-06-30 | $299k | 2.1k | 140.82 |
| 2023-03-31 | $644k | 4.7k | 137.02 |
| 2022-12-31 | $652k | 4.7k | 138.67 |
| 2022-09-30 | $552k | 4.3k | 128.79 |
| 2022-06-30 | $256k | 1.9k | 135.88 |
| 2018-12-31 | $15k | 148 | 101.35 |
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