iShares Russell 2000 Value Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $278k | 1.6k | 169.09 |
| 2024-09-30 | $301k | 1.8k | 165.09 |
| 2024-06-30 | $311k | 1.8k | 170.37 |
| 2024-03-31 | $288k | 1.9k | 150.20 |
| 2023-12-31 | $293k | 2.0k | 149.43 |
| 2023-09-30 | $243k | 1.9k | 126.33 |
| 2023-06-30 | $286k | 1.9k | 148.93 |
| 2023-03-31 | $253k | 1.9k | 131.48 |
| 2022-12-31 | $307k | 2.0k | 150.04 |
| 2022-09-30 | $279k | 2.0k | 136.56 |
| 2022-06-30 | $248k | 1.8k | 139.64 |
| 2022-03-31 | $276k | 1.8k | 156.02 |
| 2021-12-31 | $314k | 2.0k | 156.22 |
| 2021-09-30 | $354k | 2.0k | 176.73 |
| 2021-06-30 | $349k | 2.2k | 156.64 |
| 2021-03-31 | $437k | 2.7k | 164.04 |
| 2020-12-31 | $393k | 2.7k | 143.12 |
| 2020-09-30 | $360k | 3.1k | 117.11 |
| 2020-06-30 | $316k | 3.1k | 101.84 |
| 2020-03-31 | $295k | 3.1k | 95.84 |
| 2019-12-31 | $321k | 2.6k | 124.27 |
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