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iShares Russell 2000 Value Index shares owned by Grimes & Company

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 17k 166.82
2024-06-30 $2.5M 17k 152.30
2024-03-31 $2.6M 17k 158.81
2023-12-31 $2.5M 16k 155.33
2023-09-30 $2.1M 16k 135.55
2023-06-30 $2.2M 16k 140.80
2023-03-31 $2.2M 16k 137.02
2022-12-31 $2.0M 15k 138.67
2022-09-30 $1.9M 14k 128.93
2022-06-30 $1.9M 14k 136.15
2022-03-31 $2.3M 14k 161.37
2021-12-31 $2.3M 14k 166.06
2021-09-30 $2.2M 14k 160.21
2021-06-30 $2.3M 14k 165.75
2021-03-31 $2.2M 14k 159.45
2020-12-31 $1.4M 11k 131.80
2020-09-30 $1.0M 11k 99.33
2020-06-30 $1.0M 11k 97.51
2020-03-31 $861k 11k 82.00
2019-12-31 $1.4M 11k 128.54
2019-09-30 $1.3M 11k 119.43
2019-06-30 $1.3M 11k 120.48
2019-03-31 $1.3M 11k 119.93
2018-12-31 $1.2M 11k 107.56
2018-09-30 $1.4M 11k 133.03
2018-06-30 $1.4M 11k 131.92
2018-03-31 $1.3M 11k 121.89
2017-12-31 $329k 2.6k 125.62