iShares Russell 2000 Value Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $765k | 4.8k | 158.80 |
2023-12-31 | $804k | 5.2k | 155.32 |
2023-09-30 | $743k | 5.5k | 135.56 |
2023-06-30 | $787k | 5.6k | 140.32 |
2023-03-31 | $824k | 6.0k | 137.03 |
2022-12-31 | $875k | 6.3k | 138.68 |
2022-09-30 | $849k | 6.6k | 128.89 |
2022-06-30 | $900k | 6.6k | 136.12 |
2022-03-31 | $1.1M | 7.1k | 161.42 |
2021-12-31 | $1.2M | 7.1k | 166.06 |
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