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iShares Russell 2000 Value Index shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $806k 4.8k 166.82
2024-06-30 $7.3M 834k 8.71
2024-03-31 $730k 4.6k 158.79
2023-09-30 $596k 4.4k 135.56
2023-06-30 $407k 2.9k 140.81
2023-03-31 $393k 2.9k 137.03