iShares Russell 2000 Value Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $284k | 1.7k | 166.82 |
| 2024-06-30 | $235k | 1.5k | 152.30 |
| 2024-03-31 | $245k | 1.5k | 158.81 |
| 2023-12-31 | $203k | 1.3k | 155.33 |
| 2021-12-31 | $226k | 1.4k | 165.81 |
| 2019-12-31 | $232k | 1.8k | 128.46 |
| 2019-09-30 | $220k | 1.8k | 119.31 |
| 2019-06-30 | $218k | 1.8k | 120.71 |
| 2019-03-31 | $217k | 1.8k | 120.16 |
| 2018-09-30 | $236k | 1.8k | 132.88 |
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