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iShares Russell 2000 Value Index shares owned by Sage Financial

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $512k 3.1k 166.82
2024-06-30 $488k 3.2k 152.30
2024-03-31 $509k 3.2k 158.81
2023-12-31 $499k 3.2k 155.33
2023-09-30 $435k 3.2k 135.55
2023-06-30 $451k 3.2k 140.80
2023-03-31 $439k 3.2k 137.02
2022-12-31 $426k 3.1k 138.67
2022-09-30 $350k 2.7k 129.01
2022-06-30 $369k 2.7k 136.01