iShares Russell 2000 Value Index shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 104k | 176.81 |
| 2025-06-30 | $20M | 130k | 157.76 |
| 2025-03-31 | $19M | 126k | 150.98 |
| 2024-12-31 | $21M | 127k | 164.17 |
| 2024-09-30 | $21M | 124k | 166.82 |
| 2024-06-30 | $18M | 116k | 152.30 |
| 2024-03-31 | $19M | 117k | 158.81 |
| 2023-09-30 | $16M | 115k | 135.55 |
| 2022-12-31 | $4.4M | 30k | 148.01 |
| 2022-09-30 | $4.8M | 35k | 137.33 |
| 2022-06-30 | $6.4M | 45k | 142.92 |
| 2022-03-31 | $6.0M | 37k | 161.42 |
| 2021-12-31 | $6.6M | 43k | 156.35 |
| 2021-09-30 | $5.9M | 35k | 167.17 |
| 2021-06-30 | $5.5M | 36k | 155.13 |
| 2021-03-31 | $6.2M | 38k | 162.22 |
| 2020-12-31 | $5.2M | 36k | 143.80 |
| 2020-09-30 | $2.7M | 24k | 110.33 |
| 2020-06-30 | $2.5M | 25k | 99.86 |
| 2020-03-31 | $2.6M | 31k | 85.14 |
| 2019-12-31 | $4.0M | 32k | 124.38 |
| 2019-09-30 | $3.2M | 27k | 121.85 |
| 2019-06-30 | $2.6M | 22k | 118.75 |
| 2019-03-31 | $2.6M | 21k | 123.52 |
| 2018-12-31 | $9.0M | 77k | 117.69 |
| 2018-09-30 | $1.4M | 12k | 121.90 |
| 2018-06-30 | $1.7M | 13k | 133.47 |
| 2018-03-31 | $1.5M | 12k | 125.58 |
| 2017-12-31 | $1.6M | 12k | 130.16 |
| 2017-09-30 | $1.5M | 13k | 123.57 |
| 2017-06-30 | $1.6M | 13k | 119.38 |
| 2017-03-31 | $1.6M | 14k | 120.49 |
| 2016-12-31 | $1.5M | 13k | 119.02 |
| 2016-09-30 | $1.1M | 11k | 104.40 |
| 2016-06-30 | $1.1M | 11k | 103.20 |
| 2016-03-31 | $1.5M | 15k | 94.36 |
| 2015-12-31 | $3.1M | 37k | 85.70 |
| 2015-09-30 | $2.2M | 24k | 90.09 |
| 2015-06-30 | $4.7M | 46k | 101.94 |
| 2015-03-31 | $2.3M | 23k | 103.20 |
| 2014-12-31 | $5.1M | 51k | 101.70 |
| 2014-09-30 | $2.3M | 24k | 93.56 |
| 2014-06-30 | $2.8M | 27k | 103.25 |
| 2014-03-31 | $2.8M | 28k | 100.83 |
| 2013-12-31 | $2.7M | 27k | 99.50 |
| 2013-09-30 | $6.4M | 70k | 91.63 |
| 2013-06-30 | $6.5M | 76k | 85.90 |
| 2012-12-31 | $4.5M | 59k | 75.51 |
| 2012-09-30 | $4.4M | 60k | 73.93 |
| 2012-06-30 | $3.7M | 52k | 70.38 |
| 2012-03-31 | $500k | 6.9k | 72.84 |
| 2011-12-31 | $2.4M | 36k | 65.63 |
| 2011-09-30 | $2.1M | 37k | 57.03 |
| 2011-06-30 | $2.4M | 33k | 73.40 |
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