Wealthcare Advisory Partners »

iShares Russell 2000 Value Index shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 13k 155.33
2023-09-30 $1.7M 13k 135.55
2023-06-30 $1.8M 13k 140.80
2023-03-31 $1.9M 14k 137.02
2022-12-31 $1.7M 12k 138.67
2022-09-30 $1.5M 12k 128.90
2022-06-30 $1.6M 12k 136.18
2022-03-31 $1.9M 12k 161.36
2021-12-31 $2.1M 13k 166.03
2021-09-30 $2.4M 15k 160.20
2021-06-30 $2.6M 16k 165.77
2021-03-31 $2.3M 14k 159.50
2020-12-31 $2.4M 19k 131.74
2020-09-30 $1.8M 18k 99.32
2020-06-30 $918k 9.4k 97.45
2020-03-31 $618k 7.5k 82.07
2019-12-31 $577k 4.5k 128.62
2019-09-30 $438k 3.7k 119.35
2019-06-30 $411k 3.4k 120.60
2019-03-31 $414k 3.5k 119.93
2018-12-31 $348k 3.2k 107.54
2018-09-30 $415k 3.1k 133.01
2018-06-30 $427k 3.2k 131.91
2018-03-31 $361k 3.0k 121.96
2017-12-31 $253k 2.0k 125.93
2017-09-30 $254k 2.0k 124.27
2017-06-30 $200k 1.7k 118.84
2017-03-31 $162k 1.4k 118.16
2016-12-31 $165k 1.4k 119.22
2016-09-30 $135k 1.3k 104.65
2016-06-30 $126k 1.3k 97.67