iShares Russell 2000 Value Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Value Index by Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.1M | 19k | 166.82 |
2024-06-30 | $2.9M | 19k | 152.30 |
2024-03-31 | $2.9M | 19k | 158.81 |
2023-12-31 | $3.0M | 19k | 155.33 |
2023-09-30 | $1.6M | 12k | 135.54 |
2023-06-30 | $1.6M | 12k | 140.79 |
2023-03-31 | $1.6M | 12k | 137.02 |
2022-12-31 | $1.6M | 12k | 138.68 |
2022-09-30 | $987k | 7.7k | 128.87 |
2022-06-30 | $1.2M | 9.1k | 136.20 |
2022-03-31 | $1.4M | 8.7k | 161.36 |
2021-12-31 | $1.3M | 7.6k | 166.10 |
2021-09-30 | $1.0M | 6.4k | 160.31 |
2021-06-30 | $980k | 5.9k | 165.82 |
2021-03-31 | $879k | 5.5k | 159.41 |
2020-12-31 | $701k | 5.3k | 131.74 |
2020-09-30 | $527k | 5.3k | 99.25 |
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