iShares Russell 2000 Value Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $584k | 3.3k | 176.81 |
| 2021-12-31 | $889k | 5.4k | 166.05 |
| 2021-09-30 | $858k | 5.4k | 160.23 |
| 2021-06-30 | $888k | 5.4k | 165.77 |
| 2021-03-31 | $854k | 5.4k | 159.47 |
| 2020-12-31 | $705k | 5.4k | 131.75 |
| 2020-09-30 | $532k | 5.4k | 99.33 |
| 2020-06-30 | $526k | 5.4k | 97.46 |
| 2020-03-31 | $463k | 5.6k | 82.03 |
| 2019-12-31 | $726k | 5.6k | 128.58 |
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