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iShares Russell 2000 Value Index shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial Advisors 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 Pure Financial Advisors 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 53k 155.33
2023-09-30 $10M 75k 135.55
2023-06-30 $9.6M 68k 140.80
2023-03-31 $9.0M 66k 137.02
2022-12-31 $6.5M 47k 138.67
2022-09-30 $6.1M 48k 128.92
2022-06-30 $6.8M 50k 136.15
2022-03-31 $4.6M 29k 161.40
2021-12-31 $3.8M 23k 166.05
2021-09-30 $2.7M 17k 160.22
2021-06-30 $1.9M 11k 165.79
2021-03-31 $1.5M 9.6k 159.45
2020-12-31 $1.1M 8.7k 131.76