iShares Russell 2000 Value Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 9.2k | 166.82 |
| 2024-06-30 | $1.4M | 9.5k | 152.29 |
| 2023-12-31 | $348k | 2.2k | 155.33 |
| 2023-09-30 | $310k | 2.3k | 136.49 |
| 2023-06-30 | $348k | 2.5k | 140.80 |
| 2023-03-31 | $765k | 5.6k | 137.01 |
| 2022-12-31 | $729k | 5.3k | 138.68 |
| 2022-09-30 | $610k | 4.7k | 128.94 |
| 2022-06-30 | $752k | 5.0k | 150.28 |
| 2022-03-31 | $1.2M | 7.3k | 161.46 |
| 2021-12-31 | $1.1M | 7.2k | 157.57 |
| 2021-09-30 | $1.1M | 6.9k | 160.30 |
| 2021-06-30 | $1.1M | 6.9k | 165.77 |
| 2021-03-31 | $1.6M | 9.7k | 161.63 |
| 2020-12-31 | $882k | 5.8k | 151.99 |
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