iShares Russell 2000 Value Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 22k | 166.82 |
| 2024-06-30 | $3.5M | 23k | 152.30 |
| 2024-03-31 | $3.7M | 23k | 158.81 |
| 2023-12-31 | $3.6M | 23k | 155.33 |
| 2023-09-30 | $3.2M | 24k | 135.55 |
| 2023-06-30 | $3.4M | 24k | 140.80 |
| 2023-03-31 | $3.3M | 24k | 137.02 |
| 2022-12-31 | $3.2M | 23k | 140.39 |
| 2022-09-30 | $2.9M | 23k | 128.92 |
| 2022-06-30 | $2.2M | 16k | 141.72 |
| 2022-03-31 | $2.5M | 16k | 163.25 |
| 2021-12-31 | $2.6M | 16k | 166.02 |
| 2021-09-30 | $2.5M | 16k | 160.21 |
| 2021-06-30 | $2.5M | 15k | 165.77 |
| 2021-03-31 | $2.5M | 16k | 159.46 |
| 2020-12-31 | $2.1M | 16k | 131.76 |
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