iShares Russell 2000 Value Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $169M | 1.0M | 166.82 |
| 2024-06-30 | $125M | 821k | 152.30 |
| 2024-03-31 | $120M | 754k | 158.81 |
| 2023-09-30 | $81M | 600k | 135.55 |
| 2023-06-30 | $83M | 591k | 140.80 |
| 2023-03-31 | $89M | 646k | 137.02 |
| 2022-12-31 | $93M | 672k | 138.67 |
| 2022-09-30 | $86M | 663k | 128.93 |
| 2022-06-30 | $89M | 655k | 136.15 |
| 2022-03-31 | $106M | 655k | 161.40 |
| 2021-12-31 | $115M | 694k | 166.05 |
| 2021-09-30 | $106M | 659k | 160.23 |
| 2021-06-30 | $106M | 638k | 165.77 |
| 2021-03-31 | $91M | 571k | 159.47 |
| 2020-12-31 | $73M | 554k | 131.75 |
| 2020-09-30 | $52M | 520k | 99.33 |
| 2020-06-30 | $47M | 479k | 97.46 |
| 2020-03-31 | $39M | 480k | 82.03 |
| 2019-12-31 | $63M | 491k | 128.58 |
| 2019-09-30 | $57M | 479k | 119.41 |
| 2019-06-30 | $55M | 456k | 120.50 |
| 2019-03-31 | $54M | 449k | 119.90 |
| 2018-12-31 | $48M | 447k | 107.54 |
| 2018-09-30 | $59M | 445k | 133.00 |
| 2018-06-30 | $56M | 425k | 131.92 |
| 2018-03-31 | $53M | 435k | 121.88 |
| 2017-12-31 | $52M | 412k | 125.75 |
| 2017-09-30 | $49M | 396k | 124.12 |
| 2017-06-30 | $48M | 403k | 118.87 |
| 2017-03-31 | $3.1M | 27k | 117.15 |
| 2016-12-31 | $2.6M | 22k | 119.57 |
| 2016-09-30 | $6.2M | 59k | 104.49 |
| 2016-06-30 | $7.6M | 78k | 97.04 |
| 2016-03-31 | $69M | 751k | 91.39 |
| 2015-12-31 | $69M | 765k | 90.73 |
| 2015-09-30 | $36M | 392k | 92.75 |
| 2015-06-30 | $39M | 390k | 101.13 |
| 2015-03-31 | $35M | 338k | 103.38 |
| 2014-12-31 | $31M | 303k | 101.68 |
| 2014-09-30 | $28M | 306k | 92.54 |
| 2014-06-30 | $32M | 309k | 103.26 |
| 2014-03-31 | $28M | 274k | 100.84 |
| 2013-12-31 | $28M | 283k | 99.50 |
| 2013-09-30 | $26M | 280k | 93.49 |
| 2013-06-30 | $25M | 290k | 85.90 |
| 2012-09-30 | $30M | 412k | 73.94 |
| 2011-09-30 | $40M | 708k | 57.03 |
| 2011-03-31 | $1.7M | 23k | 75.39 |
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