iShares Russell 2000 Value Index shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $1.3M | 11k | 118.87 |
| 2017-03-31 | $1.0M | 8.8k | 118.20 |
| 2016-12-31 | $803k | 6.7k | 119.00 |
| 2016-09-30 | $313k | 3.0k | 104.61 |
| 2016-06-30 | $107k | 1.1k | 97.01 |
| 2016-03-31 | $38k | 404 | 94.06 |
| 2015-12-31 | $37k | 402 | 92.04 |
| 2015-09-30 | $36k | 399 | 90.23 |
| 2015-06-30 | $32k | 317 | 100.95 |
| 2015-03-31 | $34k | 327 | 103.98 |
| 2014-12-31 | $61k | 598 | 102.01 |
| 2014-09-30 | $56k | 596 | 93.96 |
| 2014-06-30 | $61k | 593 | 102.87 |
| 2014-03-31 | $60k | 593 | 101.18 |
| 2013-12-31 | $84k | 842 | 99.76 |
| 2013-09-30 | $77k | 838 | 91.89 |
| 2013-06-30 | $63k | 728 | 86.54 |
| 2013-03-31 | $169k | 2.0k | 84.04 |
| 2012-06-30 | $35k | 501 | 69.86 |
| 2012-03-31 | $21k | 282 | 74.47 |
| 2011-12-31 | $199k | 3.0k | 65.59 |
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