iShares Russell 2000 Value Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 75k | 166.82 |
| 2024-06-30 | $12M | 78k | 152.30 |
| 2024-03-31 | $15M | 92k | 158.81 |
| 2023-12-31 | $23M | 145k | 155.33 |
| 2023-09-30 | $18M | 136k | 135.55 |
| 2023-06-30 | $13M | 89k | 140.80 |
| 2023-03-31 | $10M | 74k | 137.02 |
| 2022-12-31 | $11M | 80k | 138.67 |
| 2022-09-30 | $8.9M | 69k | 128.92 |
| 2022-06-30 | $12M | 85k | 136.15 |
| 2022-03-31 | $8.3M | 52k | 161.41 |
| 2021-12-31 | $4.9M | 30k | 166.05 |
| 2021-09-30 | $3.4M | 21k | 160.23 |
| 2021-06-30 | $2.7M | 17k | 165.74 |
| 2021-03-31 | $2.7M | 17k | 159.45 |
| 2020-12-31 | $2.2M | 16k | 132.84 |
| 2020-09-30 | $1.1M | 11k | 100.93 |
| 2020-06-30 | $1.4M | 14k | 95.59 |
| 2020-03-31 | $2.0M | 26k | 76.54 |
| 2019-12-31 | $5.4M | 42k | 128.43 |
| 2019-09-30 | $4.0M | 34k | 119.42 |
| 2019-06-30 | $4.4M | 37k | 120.51 |
| 2019-03-31 | $4.6M | 39k | 119.91 |
| 2018-12-31 | $7.6M | 71k | 107.54 |
| 2018-09-30 | $260k | 1.9k | 133.68 |
| 2018-06-30 | $221k | 1.7k | 131.94 |
| 2018-03-31 | $141k | 1.2k | 119.69 |
| 2017-12-31 | $399k | 3.2k | 125.79 |
| 2017-09-30 | $134k | 1.1k | 124.19 |
| 2017-06-30 | $116k | 972 | 119.34 |
| 2016-12-31 | $56k | 467 | 119.91 |
| 2016-09-30 | $72k | 735 | 97.96 |
| 2016-06-30 | $75k | 773 | 97.02 |
| 2016-03-31 | $85k | 909 | 93.51 |
| 2015-12-31 | $821k | 8.9k | 91.90 |
| 2015-09-30 | $108k | 1.2k | 90.15 |
| 2015-06-30 | $36k | 340 | 105.88 |
| 2015-03-31 | $111k | 1.1k | 103.21 |
| 2014-12-31 | $63k | 620 | 101.61 |
| 2014-06-30 | $30k | 288 | 104.17 |
| 2014-03-31 | $85k | 849 | 100.12 |
| 2013-12-31 | $72k | 721 | 99.86 |
| 2013-09-30 | $58k | 636 | 91.19 |
| 2013-06-30 | $271k | 3.2k | 86.00 |
| 2013-03-31 | $40k | 475 | 84.21 |
| 2012-12-31 | $32k | 425 | 75.29 |
| 2012-09-30 | $22k | 307 | 71.66 |
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