iShares Russell 2000 Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.4M | 41k | 157.76 |
| 2025-03-31 | $4.3M | 28k | 150.98 |
| 2024-12-31 | $5.9M | 36k | 164.17 |
| 2024-09-30 | $4.6M | 28k | 166.82 |
| 2024-06-30 | $5.6M | 37k | 152.30 |
| 2024-03-31 | $5.7M | 36k | 158.81 |
| 2023-12-31 | $7.1M | 46k | 155.33 |
| 2023-09-30 | $4.1M | 30k | 135.55 |
| 2023-06-30 | $4.3M | 31k | 140.80 |
| 2023-03-31 | $4.0M | 29k | 137.02 |
| 2022-12-31 | $7.7M | 55k | 138.67 |
| 2022-09-30 | $3.8M | 30k | 128.92 |
| 2022-06-30 | $4.0M | 30k | 136.14 |
| 2022-03-31 | $4.4M | 27k | 161.70 |
| 2021-12-31 | $4.6M | 28k | 166.04 |
| 2021-09-30 | $2.3M | 14k | 160.24 |
| 2021-06-30 | $1.7M | 10k | 165.63 |
| 2021-03-31 | $1.4M | 8.5k | 159.46 |
| 2020-12-31 | $756k | 5.7k | 131.64 |
| 2020-09-30 | $2.4M | 24k | 99.24 |
| 2020-06-30 | $1.5M | 15k | 97.68 |
| 2020-03-31 | $4.2M | 51k | 82.02 |
| 2019-12-31 | $1.7M | 13k | 128.32 |
| 2019-09-30 | $523k | 4.4k | 119.60 |
| 2019-06-30 | $491k | 4.1k | 120.37 |
| 2019-03-31 | $376k | 3.1k | 119.90 |
| 2018-12-31 | $202k | 1.9k | 108.14 |
More positions owned by H D Vest Advisory Services
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