iShares Russell 2000 Value Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 18k | 155.33 |
| 2023-09-30 | $2.5M | 18k | 135.55 |
| 2023-06-30 | $2.6M | 18k | 140.80 |
| 2023-03-31 | $2.5M | 18k | 137.02 |
| 2022-12-31 | $2.9M | 21k | 138.67 |
| 2022-09-30 | $2.8M | 22k | 128.93 |
| 2022-06-30 | $2.9M | 21k | 136.14 |
| 2022-03-31 | $3.6M | 22k | 161.42 |
| 2021-12-31 | $4.2M | 25k | 166.06 |
| 2021-09-30 | $4.4M | 28k | 160.22 |
| 2021-06-30 | $3.4M | 21k | 165.78 |
| 2021-03-31 | $2.5M | 16k | 159.46 |
| 2020-12-31 | $2.8M | 21k | 131.76 |
| 2020-09-30 | $2.1M | 21k | 99.33 |
| 2020-06-30 | $2.1M | 21k | 97.44 |
| 2020-03-31 | $1.4M | 17k | 82.03 |
| 2019-12-31 | $344k | 2.7k | 128.50 |
| 2019-09-30 | $239k | 2.0k | 119.62 |
| 2019-06-30 | $319k | 2.6k | 120.47 |
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