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iShares Russell 2000 Value Index shares owned by LBA Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by LBA Wealth Management from 13F filings

Historical chart of LBA 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 LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by LBA Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $85k 723 117.57
2016-12-31 $86k 723 118.95
2016-09-30 $76k 723 105.12
2016-06-30 $70k 723 96.82
2016-03-31 $81k 864 93.75
2015-12-31 $93k 1.0k 91.72
2015-09-30 $91k 1.0k 89.74
2015-06-30 $315k 3.1k 101.81
2015-03-31 $340k 3.3k 103.22
2014-12-31 $392k 3.9k 101.71
2014-09-30 $366k 3.9k 93.51
2014-06-30 $420k 4.1k 103.35
2014-03-31 $410k 4.1k 100.89
2013-12-31 $446k 4.5k 99.60