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iShares Russell 2000 Value Index shares owned by RTD Financial Advisors

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

Historical chart of RTD 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 RTD 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.7M 62k 155.33
2023-09-30 $8.0M 59k 135.55
2023-06-30 $8.3M 59k 140.80
2023-03-31 $8.1M 59k 137.02
2022-12-31 $8.1M 58k 138.67
2022-09-30 $7.5M 58k 128.93
2022-06-30 $7.5M 55k 136.16
2022-03-31 $8.5M 52k 161.40
2021-12-31 $8.6M 52k 166.05