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iShares Russell 2000 Value Index shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream 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 Wealthstream Advisors 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $637k 3.8k 166.83
2024-06-30 $582k 3.8k 152.31
2024-03-31 $607k 3.8k 158.82
2023-12-31 $593k 3.8k 155.34
2023-09-30 $512k 3.8k 135.54
2023-06-30 $532k 3.8k 140.79
2023-03-31 $515k 3.8k 137.01
2022-12-31 $519k 3.7k 138.68
2022-09-30 $479k 3.7k 128.87
2022-06-30 $498k 3.7k 136.07
2022-03-31 $584k 3.6k 161.37
2021-12-31 $599k 3.6k 166.02