iShares Russell 2000 Value Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management 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 Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 1.4k | 166.78 |
| 2024-06-30 | $215k | 1.4k | 152.27 |
| 2024-03-31 | $251k | 1.6k | 158.85 |
| 2023-12-31 | $245k | 1.6k | 155.33 |
| 2023-09-30 | $212k | 1.6k | 135.56 |
| 2023-06-30 | $221k | 1.6k | 140.81 |
| 2023-03-31 | $87k | 634 | 137.02 |
| 2022-12-31 | $88k | 634 | 138.67 |
| 2022-09-30 | $82k | 634 | 129.34 |
| 2022-06-30 | $86k | 634 | 135.65 |
| 2022-03-31 | $111k | 685 | 162.04 |
| 2021-12-31 | $105k | 634 | 165.62 |
| 2021-09-30 | $102k | 634 | 160.88 |
| 2021-06-30 | $105k | 634 | 165.62 |
| 2021-03-31 | $117k | 903 | 129.57 |
| 2020-12-31 | $96k | 726 | 132.23 |
| 2020-09-30 | $63k | 634 | 99.37 |
| 2020-06-30 | $186k | 1.9k | 97.54 |
| 2020-03-31 | $581k | 7.1k | 82.10 |
| 2019-12-31 | $82k | 634 | 129.34 |
More positions owned by Sugarloaf Wealth Management
View all positions for Sugarloaf Wealth Management
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index