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iShares Russell 2000 Value Index shares owned by Peloton Wealth Strategists

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

Historical chart of Peloton Wealth Strategists 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 Peloton Wealth Strategists 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 Peloton Wealth Strategists

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 11k 176.82
2025-06-30 $1.8M 11k 157.80
2025-03-31 $1.6M 10k 151.02
2020-09-30 $1.7M 17k 99.33
2020-06-30 $1.7M 18k 97.46
2020-03-31 $1.3M 16k 82.00
2019-12-31 $1.6M 13k 128.62
2019-09-30 $1.6M 13k 119.41
2019-06-30 $1.6M 13k 120.53
2019-03-31 $1.5M 13k 119.91