iShares Russell 2000 Value Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 12k | 176.81 |
| 2025-06-30 | $1.9M | 12k | 157.76 |
| 2025-03-31 | $1.8M | 12k | 150.98 |
| 2024-12-31 | $2.0M | 13k | 164.17 |
| 2024-09-30 | $2.1M | 13k | 166.82 |
| 2024-06-30 | $1.9M | 13k | 152.30 |
| 2024-03-31 | $1.8M | 11k | 158.81 |
| 2023-12-31 | $1.9M | 12k | 155.33 |
| 2023-09-30 | $1.5M | 11k | 135.55 |
| 2023-06-30 | $1.5M | 11k | 140.80 |
| 2023-03-31 | $1.4M | 10k | 137.02 |
| 2022-12-31 | $1.4M | 10k | 138.67 |
| 2022-09-30 | $1.2M | 9.5k | 128.94 |
| 2022-06-30 | $1.3M | 9.4k | 136.12 |
| 2022-03-31 | $1.5M | 9.4k | 161.40 |
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