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
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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 |
|---|---|---|---|
| 2025-09-30 | $505k | 2.9k | 176.81 |
| 2025-06-30 | $451k | 2.9k | 157.76 |
| 2025-03-31 | $469k | 3.1k | 150.98 |
| 2024-12-31 | $493k | 3.0k | 164.17 |
| 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 |
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