iShares Russell 2000 Value Index shares owned by PDS Planning
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 6.4k | 164.17 |
| 2024-09-30 | $1.1M | 6.6k | 166.82 |
| 2024-03-31 | $1.0M | 6.6k | 158.80 |
| 2023-12-31 | $1.0M | 6.6k | 155.33 |
| 2023-09-30 | $883k | 6.5k | 135.54 |
| 2023-06-30 | $927k | 6.6k | 140.79 |
| 2023-03-31 | $900k | 6.6k | 137.01 |
| 2022-12-31 | $910k | 6.6k | 138.66 |
| 2022-09-30 | $844k | 6.5k | 128.93 |
| 2022-06-30 | $896k | 6.6k | 136.21 |
| 2022-03-31 | $1.1M | 6.6k | 161.41 |
| 2021-12-31 | $1.1M | 6.7k | 166.00 |
| 2021-09-30 | $1.1M | 6.7k | 160.23 |
| 2021-06-30 | $1.1M | 6.7k | 165.77 |
| 2021-03-31 | $1.1M | 7.0k | 159.47 |
| 2020-12-31 | $1.0M | 7.7k | 131.80 |
| 2020-09-30 | $797k | 8.0k | 99.34 |
| 2020-06-30 | $780k | 8.0k | 97.44 |
| 2020-03-31 | $557k | 6.8k | 82.02 |
| 2019-12-31 | $7.3M | 57k | 128.59 |
| 2019-09-30 | $6.5M | 54k | 119.42 |
| 2019-06-30 | $6.3M | 52k | 120.49 |
| 2019-03-31 | $6.2M | 52k | 119.91 |
| 2018-12-31 | $5.0M | 46k | 107.54 |
| 2018-09-30 | $6.1M | 46k | 133.66 |
| 2018-06-30 | $5.5M | 42k | 131.92 |
| 2018-03-31 | $4.9M | 41k | 121.88 |
| 2017-12-31 | $4.8M | 38k | 125.75 |
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