iShares Russell 2000 Value Index shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 12k | 158.82 |
| 2023-12-31 | $1.9M | 12k | 155.33 |
| 2023-09-30 | $1.7M | 12k | 135.56 |
| 2023-06-30 | $1.8M | 13k | 140.81 |
| 2023-03-31 | $1.8M | 13k | 137.02 |
| 2022-12-31 | $1.9M | 14k | 138.67 |
| 2022-09-30 | $2.0M | 15k | 128.93 |
| 2022-06-30 | $2.2M | 17k | 136.15 |
| 2022-03-31 | $3.2M | 20k | 161.41 |
| 2021-12-31 | $3.7M | 22k | 166.04 |
| 2021-09-30 | $3.9M | 24k | 160.25 |
| 2021-06-30 | $4.3M | 26k | 165.77 |
| 2021-03-31 | $4.5M | 28k | 159.49 |
| 2020-12-31 | $3.8M | 29k | 131.74 |
| 2020-09-30 | $2.5M | 25k | 99.32 |
| 2020-06-30 | $2.8M | 29k | 97.47 |
| 2020-03-31 | $2.4M | 29k | 82.04 |
| 2019-12-31 | $395k | 3.1k | 128.46 |
| 2019-09-30 | $379k | 3.2k | 119.37 |
| 2019-06-30 | $389k | 3.2k | 120.81 |
| 2019-03-31 | $386k | 3.2k | 119.88 |
| 2018-12-31 | $346k | 3.2k | 107.45 |
| 2018-09-30 | $466k | 3.5k | 132.95 |
| 2018-06-30 | $462k | 3.5k | 131.81 |
| 2018-03-31 | $458k | 3.8k | 121.81 |
| 2017-12-31 | $473k | 3.8k | 125.80 |
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