iShares Russell 2000 Value Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12k | 72 | 166.82 |
| 2024-06-30 | $11k | 72 | 152.31 |
| 2024-03-31 | $11k | 72 | 158.81 |
| 2023-09-30 | $14k | 100 | 135.55 |
| 2023-06-30 | $1.4k | 10 | 136.90 |
| 2023-03-31 | $1.4k | 10 | 137.00 |
| 2022-09-30 | $6.0k | 48 | 125.00 |
| 2022-03-31 | $4.0k | 26 | 153.85 |
| 2021-06-30 | $0 | 1 | 0.00 |
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