iShares Russell 2000 Value Index shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 70k | 158.81 |
| 2023-12-31 | $10M | 66k | 155.33 |
| 2023-09-30 | $5.3M | 39k | 135.55 |
| 2023-06-30 | $3.4M | 24k | 140.80 |
| 2023-03-31 | $2.8M | 20k | 137.02 |
| 2022-12-31 | $2.1M | 15k | 138.67 |
| 2022-09-30 | $2.1M | 16k | 128.91 |
| 2022-06-30 | $1.9M | 14k | 136.18 |
| 2022-03-31 | $2.4M | 15k | 161.43 |
| 2021-12-31 | $2.2M | 13k | 166.04 |
| 2021-09-30 | $1.1M | 6.6k | 160.17 |
| 2021-06-30 | $482k | 2.9k | 165.92 |
| 2021-03-31 | $444k | 2.8k | 159.60 |
| 2020-12-31 | $581k | 4.4k | 131.66 |
| 2020-09-30 | $310k | 3.1k | 99.49 |
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