iShares Russell 2000 Value Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz 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 Evensky & Katz consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $68k | 409 | 166.26 |
| 2024-06-30 | $97k | 634 | 153.00 |
| 2024-03-31 | $100k | 631 | 158.48 |
| 2023-12-31 | $113k | 724 | 156.08 |
| 2023-09-30 | $92k | 681 | 135.10 |
| 2023-06-30 | $101k | 718 | 140.67 |
| 2023-03-31 | $93k | 675 | 137.78 |
| 2022-12-31 | $97k | 701 | 138.37 |
| 2022-09-30 | $111k | 861 | 128.92 |
| 2022-06-30 | $117k | 861 | 135.89 |
| 2022-03-31 | $139k | 861 | 161.44 |
| 2021-12-31 | $75k | 450 | 166.67 |
| 2021-09-30 | $71k | 446 | 159.19 |
| 2021-06-30 | $74k | 446 | 165.92 |
| 2021-03-31 | $92k | 577 | 159.45 |
| 2020-12-31 | $99k | 752 | 131.65 |
| 2020-09-30 | $75k | 750 | 100.00 |
| 2020-06-30 | $73k | 746 | 97.86 |
| 2020-03-31 | $75k | 916 | 81.88 |
| 2019-12-31 | $133k | 1.0k | 128.38 |
| 2019-09-30 | $315k | 2.6k | 119.54 |
| 2019-06-30 | $344k | 2.9k | 120.41 |
| 2019-03-31 | $341k | 2.9k | 119.61 |
| 2018-12-31 | $305k | 2.8k | 107.51 |
| 2018-09-30 | $411k | 3.1k | 132.84 |
| 2018-06-30 | $411k | 3.1k | 131.86 |
| 2018-03-31 | $379k | 3.1k | 121.59 |
| 2017-12-31 | $417k | 3.3k | 125.53 |
| 2017-09-30 | $410k | 3.3k | 124.02 |
| 2017-06-30 | $392k | 3.3k | 118.64 |
| 2017-03-31 | $462k | 3.9k | 117.77 |
| 2016-12-31 | $700k | 5.9k | 118.78 |
| 2016-09-30 | $615k | 5.9k | 104.68 |
| 2016-06-30 | $447k | 4.6k | 97.22 |
| 2016-03-31 | $440k | 4.7k | 93.18 |
| 2015-12-31 | $3.7M | 41k | 91.93 |
| 2015-09-30 | $234k | 2.6k | 89.90 |
| 2015-06-30 | $276k | 2.7k | 101.66 |
| 2015-03-31 | $291k | 2.8k | 103.30 |
| 2014-12-31 | $163k | 1.6k | 101.18 |
| 2014-09-30 | $274k | 2.9k | 93.61 |
| 2014-06-30 | $173k | 1.7k | 102.85 |
| 2014-03-31 | $193k | 1.9k | 100.52 |
| 2013-12-31 | $193k | 1.9k | 99.38 |
| 2013-09-30 | $177k | 1.9k | 91.38 |
| 2013-06-30 | $153k | 1.8k | 85.91 |
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index