iShares Russell 2000 Value Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $659k | 3.7k | 176.81 |
| 2025-06-30 | $597k | 3.8k | 157.76 |
| 2025-03-31 | $563k | 3.7k | 150.98 |
| 2024-12-31 | $612k | 3.7k | 164.17 |
| 2024-09-30 | $622k | 3.7k | 166.82 |
| 2024-06-30 | $579k | 3.8k | 152.08 |
| 2024-03-31 | $571k | 3.6k | 158.81 |
| 2023-12-31 | $553k | 3.6k | 155.33 |
| 2023-09-30 | $465k | 3.4k | 135.55 |
| 2023-06-30 | $603k | 4.3k | 140.80 |
| 2023-03-31 | $511k | 3.7k | 137.02 |
| 2022-12-31 | $517k | 3.7k | 138.67 |
| 2022-09-30 | $481k | 3.7k | 128.95 |
| 2022-06-30 | $508k | 3.7k | 136.19 |
| 2022-03-31 | $603k | 3.7k | 161.66 |
| 2021-12-31 | $635k | 3.8k | 166.10 |
| 2021-09-30 | $716k | 4.5k | 160.07 |
| 2021-06-30 | $742k | 4.5k | 165.88 |
| 2021-03-31 | $713k | 4.5k | 159.40 |
| 2020-12-31 | $589k | 4.5k | 131.65 |
| 2020-09-30 | $206k | 2.1k | 99.33 |
| 2020-06-30 | $270k | 2.8k | 97.37 |
| 2020-03-31 | $231k | 2.8k | 81.83 |
| 2019-12-31 | $248k | 1.9k | 128.97 |
| 2019-09-30 | $230k | 1.9k | 119.60 |
| 2019-06-30 | $232k | 1.9k | 120.64 |
| 2019-03-31 | $231k | 1.9k | 120.12 |
| 2018-12-31 | $207k | 1.9k | 107.64 |
| 2018-09-30 | $256k | 1.9k | 133.13 |
| 2018-06-30 | $253k | 1.9k | 131.57 |
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