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iShares Russell 2000 Value Index shares owned by Cornerstone Wealth Advisors

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

Historical chart of Cornerstone Wealth Advisors 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 Cornerstone Wealth Advisors 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 Cornerstone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 9.5k 166.82
2024-06-30 $1.5M 10k 152.30
2024-03-31 $1.7M 10k 158.81
2023-12-31 $1.7M 11k 155.33
2023-09-30 $1.7M 13k 135.55
2023-06-30 $1.9M 13k 140.80
2023-03-31 $1.9M 14k 137.02
2022-12-31 $1.9M 14k 138.67
2022-09-30 $2.0M 16k 128.91
2022-06-30 $2.1M 16k 136.15
2022-03-31 $2.6M 16k 161.41
2021-12-31 $3.5M 21k 166.05
2021-09-30 $3.3M 21k 160.23
2021-06-30 $3.6M 22k 167.42
2021-03-31 $3.6M 23k 159.49