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iShares Russell 2000 Value Index shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 2.1k 166.84
2024-06-30 $331k 2.2k 152.32
2024-03-31 $345k 2.2k 158.81
2023-12-31 $340k 2.2k 155.33
2023-09-30 $296k 2.2k 135.55
2023-06-30 $271k 2.4k 114.83
2023-03-31 $324k 2.3k 138.29
2022-12-31 $75k 541 138.68
2021-12-31 $89k 535 166.36