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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
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