iShares Russell 2000 Value Index shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management 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 Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $473k | 3.0k | 157.76 |
| 2025-03-31 | $453k | 3.0k | 150.98 |
| 2024-12-31 | $493k | 3.0k | 164.17 |
| 2024-09-30 | $501k | 3.0k | 166.82 |
| 2024-06-30 | $457k | 3.0k | 152.30 |
| 2024-03-31 | $476k | 3.0k | 158.81 |
| 2023-12-31 | $466k | 3.0k | 155.33 |
| 2023-09-30 | $407k | 3.0k | 135.55 |
| 2023-06-30 | $422k | 3.0k | 140.80 |
| 2023-03-31 | $411k | 3.0k | 137.02 |
| 2022-12-31 | $420k | 3.0k | 138.67 |
| 2022-09-30 | $387k | 3.0k | 129.00 |
| 2022-06-30 | $408k | 3.0k | 136.00 |
| 2022-03-31 | $484k | 3.0k | 161.33 |
| 2021-12-31 | $498k | 3.0k | 166.00 |
| 2021-09-30 | $481k | 3.0k | 160.33 |
| 2021-06-30 | $497k | 3.0k | 165.67 |
| 2021-03-31 | $486k | 3.1k | 159.34 |
| 2020-12-31 | $395k | 3.0k | 131.67 |
| 2020-09-30 | $298k | 3.0k | 99.33 |
| 2020-06-30 | $292k | 3.0k | 97.33 |
| 2020-03-31 | $246k | 3.0k | 82.00 |
| 2019-12-31 | $386k | 3.0k | 128.67 |
| 2019-09-30 | $358k | 3.0k | 119.33 |
| 2019-06-30 | $344k | 3.0k | 114.67 |
| 2019-03-31 | $360k | 3.0k | 120.00 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index