iShares Russell 2000 Value Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 43k | 166.82 |
| 2024-06-30 | $6.8M | 44k | 152.30 |
| 2024-03-31 | $7.1M | 45k | 158.81 |
| 2023-12-31 | $7.0M | 45k | 155.33 |
| 2023-09-30 | $6.1M | 45k | 135.55 |
| 2023-06-30 | $6.3M | 45k | 140.80 |
| 2023-03-31 | $5.5M | 40k | 137.02 |
| 2022-12-31 | $5.6M | 40k | 138.67 |
| 2022-09-30 | $5.3M | 41k | 128.92 |
| 2022-06-30 | $5.1M | 37k | 136.14 |
| 2022-03-31 | $1.4M | 8.7k | 161.45 |
| 2021-12-31 | $5.9M | 36k | 166.05 |
| 2021-09-30 | $5.7M | 36k | 160.24 |
| 2021-06-30 | $5.9M | 36k | 165.77 |
| 2021-03-31 | $5.8M | 36k | 159.46 |
| 2020-12-31 | $5.4M | 41k | 131.75 |
| 2020-09-30 | $3.9M | 39k | 99.32 |
| 2020-06-30 | $3.8M | 39k | 97.46 |
| 2020-03-31 | $3.2M | 39k | 82.03 |
| 2019-12-31 | $4.8M | 38k | 128.58 |
| 2019-09-30 | $4.4M | 37k | 119.42 |
| 2019-06-30 | $4.5M | 37k | 120.49 |
| 2019-03-31 | $4.2M | 35k | 119.90 |
| 2018-12-31 | $3.8M | 35k | 107.55 |
| 2018-06-30 | $4.6M | 35k | 131.91 |
| 2018-03-31 | $4.5M | 37k | 121.87 |
| 2017-12-31 | $4.4M | 35k | 125.76 |
| 2017-09-30 | $4.2M | 34k | 124.12 |
| 2017-06-30 | $1.0M | 8.7k | 118.87 |
| 2017-03-31 | $3.9M | 33k | 118.16 |
| 2016-12-31 | $3.4M | 29k | 118.92 |
| 2016-09-30 | $3.0M | 29k | 104.76 |
| 2016-06-30 | $2.8M | 29k | 97.31 |
| 2016-03-31 | $810k | 8.7k | 93.21 |
| 2015-12-31 | $747k | 8.7k | 85.96 |
| 2015-09-30 | $783k | 8.7k | 90.10 |
| 2015-06-30 | $886k | 8.7k | 101.96 |
| 2015-03-31 | $897k | 8.7k | 103.22 |
| 2014-12-31 | $884k | 8.7k | 101.73 |
| 2014-09-30 | $813k | 8.7k | 93.56 |
| 2014-06-30 | $897k | 8.7k | 103.22 |
| 2014-03-31 | $876k | 8.7k | 100.81 |
| 2013-12-31 | $865k | 8.7k | 99.54 |
| 2013-09-30 | $796k | 8.7k | 91.60 |
| 2013-06-30 | $746k | 8.7k | 85.85 |
| 2013-03-31 | $728k | 8.7k | 83.77 |
| 2012-12-31 | $656k | 8.7k | 75.49 |
| 2012-09-30 | $816k | 8.5k | 95.65 |
| 2012-06-30 | $612k | 8.7k | 70.43 |
| 2012-03-31 | $634k | 8.7k | 72.96 |
| 2011-12-31 | $570k | 8.7k | 65.59 |
| 2011-09-30 | $496k | 8.7k | 57.08 |
| 2011-06-30 | $618k | 8.7k | 71.12 |
| 2011-03-31 | $655k | 8.7k | 75.37 |
| 2010-12-31 | $618k | 8.7k | 71.12 |
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