iShares Russell 2000 Value Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $791k | 5.1k | 155.33 |
| 2023-09-30 | $690k | 5.1k | 135.55 |
| 2023-06-30 | $717k | 5.1k | 140.80 |
| 2023-03-31 | $698k | 5.1k | 137.02 |
| 2022-12-31 | $803k | 5.8k | 138.68 |
| 2022-09-30 | $709k | 5.5k | 129.00 |
| 2022-06-30 | $748k | 5.5k | 136.10 |
| 2022-03-31 | $888k | 5.5k | 161.37 |
| 2021-12-31 | $2.8M | 17k | 166.06 |
| 2021-09-30 | $2.7M | 17k | 160.20 |
| 2021-06-30 | $2.8M | 17k | 165.74 |
| 2021-03-31 | $2.6M | 17k | 159.47 |
| 2020-12-31 | $2.2M | 17k | 131.76 |
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