iShares Russell 2000 Value Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $508k | 3.0k | 166.81 |
| 2024-06-30 | $470k | 3.1k | 152.32 |
| 2024-03-31 | $497k | 3.1k | 158.79 |
| 2023-12-31 | $487k | 3.1k | 155.35 |
| 2023-09-30 | $426k | 3.1k | 135.53 |
| 2023-06-30 | $447k | 3.2k | 140.78 |
| 2023-03-31 | $443k | 3.2k | 137.01 |
| 2022-12-31 | $446k | 3.2k | 138.69 |
| 2022-09-30 | $422k | 3.3k | 128.93 |
| 2022-06-30 | $447k | 3.3k | 136.28 |
| 2022-03-31 | $524k | 3.2k | 161.43 |
| 2021-12-31 | $537k | 3.2k | 165.95 |
| 2021-09-30 | $513k | 3.2k | 160.21 |
| 2021-06-30 | $529k | 3.2k | 165.93 |
| 2021-03-31 | $540k | 3.4k | 159.62 |
| 2020-12-31 | $481k | 3.7k | 131.78 |
| 2020-09-30 | $363k | 3.7k | 99.40 |
| 2020-06-30 | $513k | 5.3k | 97.51 |
| 2019-12-31 | $276k | 2.1k | 128.73 |
| 2019-09-30 | $254k | 2.1k | 119.25 |
| 2019-06-30 | $256k | 2.1k | 120.70 |
| 2019-03-31 | $238k | 2.0k | 119.84 |
| 2018-12-31 | $213k | 2.0k | 107.68 |
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