iShares Russell 2000 Value Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $942k | 5.3k | 176.81 |
| 2025-06-30 | $840k | 5.3k | 157.75 |
| 2025-03-31 | $702k | 4.6k | 150.99 |
| 2024-12-31 | $771k | 4.7k | 164.17 |
| 2024-09-30 | $757k | 4.5k | 166.83 |
| 2024-06-30 | $690k | 4.5k | 152.31 |
| 2024-03-31 | $773k | 4.9k | 158.81 |
| 2023-12-31 | $875k | 5.6k | 155.33 |
| 2023-09-30 | $798k | 5.9k | 135.56 |
| 2023-06-30 | $894k | 6.4k | 140.81 |
| 2023-03-31 | $1.6M | 11k | 137.02 |
| 2022-12-31 | $1.5M | 11k | 138.67 |
| 2022-09-30 | $1.4M | 11k | 128.93 |
| 2022-06-30 | $1.4M | 11k | 136.12 |
| 2022-03-31 | $1.7M | 11k | 161.39 |
| 2021-12-31 | $1.8M | 11k | 166.02 |
| 2021-09-30 | $1.8M | 11k | 160.22 |
| 2021-06-30 | $1.8M | 11k | 165.76 |
| 2021-03-31 | $1.6M | 9.7k | 159.51 |
| 2020-12-31 | $1.6M | 12k | 131.75 |
| 2020-09-30 | $1.3M | 13k | 99.30 |
| 2020-06-30 | $1.3M | 13k | 97.45 |
| 2020-03-31 | $1.1M | 13k | 82.01 |
| 2019-12-31 | $1.8M | 14k | 128.59 |
Top funds holding iShares Russell 2000 Value Index
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