iShares Russell 2000 Value Index shares owned by St. Clair Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by St. Clair Advisors
from 13F filings
Historical chart of St. Clair Advisors investment in iShares Russell 2000 Value Index
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All positions including iShares Russell 2000 Value Index held by St. Clair Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Value Index by St. Clair Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 2.9k | 176.81 |
| 2025-06-30 | $464k | 2.9k | 157.76 |
| 2025-03-31 | $444k | 2.9k | 150.98 |
| 2024-09-30 | $491k | 2.9k | 166.82 |
| 2024-06-30 | $448k | 2.9k | 152.30 |
| 2024-03-31 | $467k | 2.9k | 158.81 |
| 2023-12-31 | $457k | 2.9k | 155.33 |
| 2023-09-30 | $399k | 2.9k | 135.55 |
| 2023-06-30 | $414k | 2.9k | 140.80 |
| 2023-03-31 | $403k | 2.9k | 137.02 |
| 2022-12-31 | $408k | 2.9k | 138.67 |
| 2022-09-30 | $379k | 2.9k | 128.93 |
| 2022-06-30 | $400k | 2.9k | 136.15 |
| 2022-03-31 | $475k | 2.9k | 161.40 |
| 2021-12-31 | $488k | 2.9k | 166.05 |
| 2021-09-30 | $471k | 2.9k | 160.23 |
| 2021-06-30 | $488k | 2.9k | 165.77 |
| 2021-03-31 | $469k | 2.9k | 159.47 |
| 2020-12-31 | $388k | 2.9k | 131.75 |
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