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iShares Russell 2000 Value Index shares owned by Comprehensive Financial Management

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

Historical chart of Comprehensive Financial 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 Comprehensive Financial 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 Comprehensive Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $36M 231k 155.33
2023-09-30 $32M 231k 136.49
2023-06-30 $33M 231k 140.80
2023-03-31 $32M 231k 138.88
2022-12-31 $32M 231k 138.67
2022-09-30 $30M 231k 128.93
2022-06-30 $31M 231k 136.15
2022-03-31 $37M 231k 161.40
2021-12-31 $38M 231k 166.05
2021-09-30 $37M 231k 160.23
2021-06-30 $38M 231k 165.77
2021-03-31 $37M 231k 159.47
2020-12-31 $30M 231k 131.75
2020-09-30 $23M 231k 99.33
2020-06-30 $23M 231k 97.46
2020-03-31 $19M 231k 82.03
2019-12-31 $30M 231k 128.58