iShares Russell 2000 Value Index shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 19k | 155.33 |
| 2023-09-30 | $2.6M | 19k | 135.55 |
| 2023-06-30 | $2.7M | 19k | 140.80 |
| 2023-03-31 | $2.7M | 19k | 137.02 |
| 2022-12-31 | $2.8M | 20k | 138.67 |
| 2022-09-30 | $2.7M | 21k | 128.92 |
| 2022-06-30 | $3.0M | 22k | 136.16 |
| 2022-03-31 | $3.7M | 23k | 161.40 |
| 2021-12-31 | $3.7M | 22k | 166.06 |
| 2021-09-30 | $2.9M | 18k | 160.23 |
| 2021-06-30 | $2.7M | 17k | 165.79 |
| 2021-03-31 | $2.7M | 17k | 159.46 |
| 2020-12-31 | $2.2M | 17k | 131.77 |
| 2020-09-30 | $1.7M | 17k | 99.32 |
| 2020-06-30 | $1.8M | 19k | 97.46 |
| 2020-03-31 | $1.7M | 20k | 82.06 |
| 2019-12-31 | $2.7M | 21k | 128.56 |
| 2019-09-30 | $2.5M | 21k | 119.40 |
| 2019-06-30 | $2.6M | 22k | 120.49 |
| 2019-03-31 | $2.7M | 22k | 119.92 |
| 2018-12-31 | $2.6M | 24k | 107.53 |
| 2018-09-30 | $3.6M | 27k | 133.01 |
| 2018-06-30 | $3.4M | 26k | 131.92 |
| 2018-03-31 | $2.6M | 22k | 121.88 |
| 2017-12-31 | $2.3M | 18k | 125.72 |
| 2017-09-30 | $3.7M | 30k | 124.13 |
| 2017-06-30 | $1.3M | 11k | 118.88 |
| 2017-03-31 | $1.4M | 12k | 118.19 |
| 2016-12-31 | $1.8M | 15k | 118.97 |
| 2016-09-30 | $1.8M | 17k | 104.78 |
| 2016-06-30 | $2.0M | 20k | 97.27 |
| 2016-03-31 | $1.4M | 15k | 93.19 |
| 2015-12-31 | $1.1M | 12k | 91.94 |
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