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iShares Russell 2000 Value Index shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial 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 William Howard & Co Financial 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 1.3k 176.81
2025-06-30 $203k 1.3k 157.76
2024-12-31 $212k 1.3k 164.47
2024-09-30 $215k 1.3k 166.80
2024-03-31 $205k 1.3k 159.04