iShares Russell 2000 Value Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $241k | 1.5k | 164.17 |
| 2024-09-30 | $244k | 1.5k | 166.82 |
| 2024-06-30 | $223k | 1.5k | 152.30 |
| 2024-03-31 | $273k | 1.7k | 158.81 |
| 2023-12-31 | $298k | 1.9k | 155.33 |
| 2023-09-30 | $260k | 1.9k | 135.55 |
| 2022-03-31 | $341k | 2.1k | 161.23 |
| 2021-12-31 | $351k | 2.1k | 165.96 |
| 2021-09-30 | $339k | 2.1k | 160.28 |
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