iShares Russell 2000 Value Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 1.5k | 176.85 |
| 2025-06-30 | $236k | 1.5k | 157.76 |
| 2025-03-31 | $226k | 1.5k | 150.98 |
| 2024-12-31 | $218k | 1.3k | 164.17 |
| 2016-12-31 | $121k | 1.0k | 118.51 |
| 2016-09-30 | $106k | 1.0k | 104.33 |
| 2016-06-30 | $99k | 1.0k | 97.73 |
| 2016-03-31 | $106k | 1.1k | 93.15 |
| 2015-12-31 | $101k | 1.1k | 92.15 |
| 2015-09-30 | $99k | 1.1k | 90.49 |
| 2015-06-30 | $132k | 1.3k | 102.25 |
| 2015-03-31 | $103k | 1.0k | 103.00 |
| 2014-12-31 | $51k | 500 | 102.00 |
| 2014-09-30 | $47k | 500 | 94.00 |
| 2014-06-30 | $52k | 500 | 104.00 |
| 2014-03-31 | $69k | 500 | 138.00 |
| 2013-12-31 | $50k | 500 | 100.00 |
| 2013-09-30 | $46k | 500 | 92.00 |
| 2013-06-30 | $43k | 500 | 86.00 |
| 2013-03-31 | $42k | 500 | 84.00 |
| 2012-12-31 | $38k | 500 | 76.00 |
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index