iShares Russell 2000 Value Index shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $347k | 2.1k | 166.82 |
| 2024-06-30 | $298k | 2.0k | 152.30 |
| 2024-03-31 | $266k | 1.7k | 158.81 |
| 2023-06-30 | $263k | 1.9k | 140.79 |
| 2023-03-31 | $857k | 6.3k | 137.01 |
| 2022-12-31 | $908k | 6.5k | 138.67 |
| 2022-09-30 | $889k | 6.9k | 128.93 |
| 2022-06-30 | $917k | 6.7k | 136.17 |
| 2022-03-31 | $1.1M | 6.6k | 161.43 |
| 2021-12-31 | $1.2M | 7.2k | 166.02 |
| 2021-09-30 | $997k | 6.2k | 160.21 |
| 2021-06-30 | $640k | 3.9k | 165.89 |
| 2021-03-31 | $243k | 1.5k | 159.66 |
| 2020-06-30 | $118k | 1.2k | 97.20 |
| 2020-03-31 | $99k | 1.2k | 81.68 |
| 2019-12-31 | $151k | 1.2k | 128.62 |
| 2019-09-30 | $140k | 1.2k | 119.35 |
| 2019-06-30 | $141k | 1.2k | 120.20 |
| 2019-03-31 | $141k | 1.2k | 120.31 |
| 2018-12-31 | $126k | 1.2k | 107.60 |
| 2018-09-30 | $156k | 1.2k | 133.33 |
| 2018-06-30 | $154k | 1.2k | 131.74 |
| 2018-03-31 | $142k | 1.2k | 121.47 |
| 2017-12-31 | $20k | 160 | 125.00 |
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