iShares Russell 2000 Value Index shares owned by Independence Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Independence Advisors
from 13F filings
Historical chart of Independence Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Independence Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $3.2M | 32k | 99.33 |
| 2020-06-30 | $3.1M | 32k | 97.47 |
| 2020-03-31 | $2.5M | 30k | 82.01 |
| 2019-12-31 | $3.4M | 27k | 128.59 |
| 2019-09-30 | $1.3M | 11k | 119.43 |
| 2019-06-30 | $1.4M | 12k | 120.53 |
| 2019-03-31 | $1.4M | 12k | 119.89 |
| 2018-12-31 | $1.4M | 13k | 107.51 |
| 2018-09-30 | $1.5M | 11k | 133.02 |
| 2018-06-30 | $1.5M | 11k | 131.91 |
| 2018-03-31 | $1.4M | 12k | 121.88 |
| 2017-12-31 | $1.5M | 12k | 125.78 |
| 2017-09-30 | $1.5M | 12k | 124.10 |
| 2017-06-30 | $1.4M | 12k | 118.84 |
| 2017-03-31 | $1.4M | 12k | 118.16 |
| 2016-12-31 | $1.4M | 12k | 118.98 |
| 2016-09-30 | $1.3M | 12k | 104.72 |
| 2016-06-30 | $1.2M | 12k | 97.26 |
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