iShares Russell 2000 Value Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 2.1k | 176.85 |
| 2025-06-30 | $337k | 2.1k | 157.73 |
| 2025-03-31 | $356k | 2.4k | 151.00 |
| 2024-12-31 | $407k | 2.5k | 164.19 |
| 2024-09-30 | $457k | 2.7k | 166.81 |
| 2024-06-30 | $418k | 2.7k | 152.32 |
| 2024-03-31 | $485k | 3.1k | 158.81 |
| 2023-12-31 | $287k | 1.8k | 155.33 |
| 2023-09-30 | $299k | 2.2k | 135.55 |
| 2023-06-30 | $268k | 1.9k | 140.80 |
| 2023-03-31 | $258k | 1.9k | 137.02 |
| 2022-12-31 | $261k | 1.9k | 138.67 |
| 2022-09-30 | $248k | 1.9k | 128.83 |
| 2022-06-30 | $262k | 1.9k | 136.10 |
| 2022-03-31 | $311k | 1.9k | 161.56 |
| 2021-12-31 | $320k | 1.9k | 166.23 |
| 2021-09-30 | $308k | 1.9k | 160.00 |
| 2021-06-30 | $310k | 1.9k | 165.60 |
| 2021-03-31 | $298k | 1.9k | 159.53 |
| 2020-12-31 | $246k | 1.9k | 131.69 |
| 2019-12-31 | $499k | 3.9k | 128.61 |
| 2019-09-30 | $463k | 3.9k | 119.51 |
| 2019-06-30 | $467k | 3.9k | 120.55 |
| 2019-03-31 | $464k | 3.9k | 119.77 |
| 2018-12-31 | $417k | 3.9k | 107.64 |
| 2018-09-30 | $515k | 3.9k | 132.94 |
| 2018-06-30 | $511k | 3.9k | 131.91 |
| 2018-03-31 | $3.9k | 472 | 8.21 |
| 2017-12-31 | $494k | 3.9k | 125.80 |
| 2017-09-30 | $487k | 487k | 1.00 |
| 2017-06-30 | $482k | 4.1k | 118.31 |
| 2017-03-31 | $538k | 4.6k | 118.06 |
| 2016-12-31 | $596k | 5.1k | 117.46 |
| 2016-09-30 | $614k | 5.9k | 104.81 |
| 2016-06-30 | $583k | 6.0k | 97.23 |
| 2016-03-31 | $657k | 7.0k | 93.24 |
| 2015-12-31 | $1.2M | 14k | 91.97 |
| 2015-09-30 | $245k | 2.7k | 90.01 |
| 2015-06-30 | $279k | 2.7k | 101.94 |
| 2015-03-31 | $327k | 3.2k | 103.28 |
| 2014-12-31 | $275k | 2.7k | 101.74 |
| 2014-09-30 | $252k | 2.7k | 93.44 |
| 2013-09-30 | $1.8M | 19k | 91.63 |
| 2013-06-30 | $1.7M | 19k | 85.39 |
| 2013-03-31 | $734k | 8.8k | 83.81 |
| 2012-12-31 | $698k | 9.2k | 75.52 |
| 2012-09-30 | $789k | 11k | 73.97 |
| 2012-06-30 | $366k | 5.2k | 70.45 |
| 2012-03-31 | $211k | 2.9k | 73.06 |
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