iShares Russell 2000 Value Index shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 15k | 155.33 |
| 2023-09-30 | $2.1M | 15k | 135.55 |
| 2023-06-30 | $2.2M | 15k | 140.80 |
| 2023-03-31 | $2.1M | 15k | 137.02 |
| 2022-12-31 | $2.1M | 15k | 138.67 |
| 2022-09-30 | $2.0M | 15k | 128.95 |
| 2022-06-30 | $2.1M | 15k | 136.15 |
| 2022-03-31 | $2.5M | 15k | 161.38 |
| 2021-12-31 | $2.6M | 15k | 166.05 |
| 2021-09-30 | $2.5M | 15k | 160.21 |
| 2021-06-30 | $2.6M | 15k | 165.79 |
| 2021-03-31 | $2.5M | 15k | 159.50 |
| 2020-12-31 | $2.0M | 15k | 131.74 |
| 2020-09-30 | $1.5M | 15k | 99.31 |
| 2020-06-30 | $1.5M | 15k | 97.49 |
| 2020-03-31 | $1.3M | 15k | 82.05 |
| 2014-12-31 | $214k | 2.1k | 101.52 |
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