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
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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 |
|---|---|---|---|
| 2025-09-30 | $642k | 3.6k | 176.83 |
| 2025-06-30 | $572k | 3.6k | 157.78 |
| 2025-03-31 | $577k | 3.8k | 150.99 |
| 2024-12-31 | $627k | 3.8k | 164.18 |
| 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 |
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