iShares Russell 2000 Value Index shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.0M | 7.4k | 137.02 |
| 2022-12-31 | $1.1M | 8.3k | 138.71 |
| 2022-09-30 | $295k | 2.3k | 128.76 |
| 2022-06-30 | $270k | 2.0k | 135.95 |
| 2022-03-31 | $920k | 5.7k | 161.38 |
| 2021-12-31 | $239k | 1.4k | 165.97 |
| 2021-09-30 | $231k | 1.4k | 160.42 |
| 2021-06-30 | $239k | 1.4k | 165.97 |
| 2021-03-31 | $230k | 1.4k | 159.72 |
| 2020-12-31 | $202k | 1.5k | 131.42 |
| 2019-12-31 | $206k | 1.6k | 128.75 |
| 2019-09-30 | $244k | 2.0k | 119.49 |
| 2019-06-30 | $280k | 2.3k | 120.64 |
| 2019-03-31 | $277k | 2.3k | 120.02 |
| 2018-12-31 | $251k | 2.3k | 107.49 |
| 2018-09-30 | $311k | 2.3k | 133.19 |
| 2018-06-30 | $313k | 2.4k | 131.90 |
| 2018-03-31 | $289k | 2.4k | 121.79 |
| 2017-12-31 | $298k | 2.4k | 125.58 |
| 2017-09-30 | $295k | 2.4k | 124.32 |
| 2017-06-30 | $282k | 2.4k | 118.84 |
| 2017-03-31 | $328k | 2.8k | 118.07 |
| 2016-12-31 | $361k | 3.0k | 118.79 |
| 2016-09-30 | $372k | 3.5k | 104.82 |
| 2016-03-31 | $200k | 2.2k | 93.02 |
| 2015-12-31 | $226k | 2.5k | 91.83 |
| 2015-09-30 | $232k | 2.6k | 90.06 |
| 2015-06-30 | $260k | 2.6k | 101.96 |
| 2015-03-31 | $2.4k | 248 | 9.69 |
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