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iShares Russell 2000 Value Index shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 2.1k 166.82
2024-06-30 $325k 2.1k 152.30
2024-03-31 $339k 2.1k 158.81
2023-12-31 $345k 2.5k 135.55
2023-09-30 $68k 500 135.55
2023-06-30 $70k 500 140.80
2023-03-31 $69k 500 137.02