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iShares Russell 2000 Value Index shares owned by Genesee Capital Advisors

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

Historical chart of Genesee Capital 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 Genesee Capital 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 Genesee Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.2k 176.81
2022-06-30 $241k 1.8k 136.31
2022-03-31 $3.5M 22k 161.41
2021-12-31 $3.3M 20k 166.03
2021-09-30 $3.1M 20k 160.22
2021-03-31 $3.0M 19k 159.45
2020-12-31 $2.6M 20k 131.72