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iShares Russell 2000 Value Index shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $152k 913 166.82
2023-12-31 $142k 913 155.33