iShares Russell 2000 Value Index shares owned by Performa
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Performa
from 13F filings
Historical chart of Performa investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Performa
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 53k | 176.81 |
| 2025-06-30 | $8.3M | 53k | 157.76 |
| 2025-03-31 | $7.0M | 47k | 150.98 |
| 2024-12-31 | $6.8M | 41k | 164.17 |
| 2024-09-30 | $7.8M | 47k | 166.82 |
| 2024-06-30 | $9.6M | 63k | 152.30 |
| 2024-03-31 | $10M | 63k | 158.81 |
| 2023-12-31 | $12M | 76k | 155.33 |
| 2023-09-30 | $7.7M | 57k | 135.55 |
| 2023-06-30 | $7.7M | 55k | 140.80 |
| 2023-03-31 | $7.2M | 52k | 137.02 |
| 2022-12-31 | $8.5M | 61k | 138.67 |
| 2022-09-30 | $7.9M | 61k | 128.93 |
| 2022-06-30 | $996k | 7.3k | 136.21 |
| 2022-03-31 | $727k | 4.5k | 161.30 |
| 2021-12-31 | $748k | 4.5k | 165.96 |
| 2021-09-30 | $880k | 5.5k | 160.20 |
| 2021-06-30 | $911k | 5.5k | 165.85 |
| 2021-03-31 | $876k | 5.5k | 159.48 |
| 2020-12-31 | $2.4M | 18k | 131.77 |
| 2020-09-30 | $1.7M | 17k | 99.31 |
| 2020-06-30 | $2.7M | 28k | 97.45 |
| 2020-03-31 | $2.2M | 27k | 82.02 |
| 2019-12-31 | $3.3M | 26k | 128.59 |
| 2019-09-30 | $2.6M | 21k | 120.48 |
| 2019-06-30 | $2.6M | 21k | 120.48 |
| 2019-03-31 | $2.1M | 18k | 119.91 |
| 2018-12-31 | $886k | 8.2k | 107.55 |
| 2018-09-30 | $7.8M | 59k | 133.00 |
| 2018-06-30 | $4.0M | 30k | 131.93 |
| 2018-03-31 | $15M | 121k | 121.88 |
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