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iShares Russell 2000 Value Index shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 474 176.81
2025-06-30 $75k 474 157.76
2025-03-31 $72k 474 150.98
2024-12-31 $78k 474 164.17
2024-09-30 $79k 474 166.82
2024-06-30 $72k 474 152.30
2024-03-31 $75k 474 158.81
2023-12-31 $74k 474 155.33
2023-09-30 $64k 474 135.55
2023-06-30 $67k 474 140.80
2023-03-31 $65k 474 137.02
2022-12-31 $176k 1.3k 138.67