iShares Russell 2000 Value Index shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone Wealth Management investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $357k | 2.4k | 150.98 |
| 2024-12-31 | $300k | 1.8k | 164.17 |
| 2024-09-30 | $303k | 1.8k | 166.82 |
| 2024-06-30 | $137k | 900 | 152.30 |
| 2024-03-31 | $143k | 900 | 158.81 |
| 2023-12-31 | $202k | 1.3k | 155.33 |
| 2023-09-30 | $81k | 600 | 135.00 |
| 2023-06-30 | $84k | 600 | 140.00 |
| 2022-12-31 | $89k | 640 | 139.06 |
| 2022-09-30 | $83k | 640 | 129.69 |
| 2022-06-30 | $167k | 1.2k | 136.44 |
| 2022-03-31 | $198k | 1.2k | 161.76 |
| 2021-12-31 | $203k | 1.2k | 165.85 |
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