iShares Russell 2000 Value Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $159 | 1 | 159.00 |
| 2021-03-31 | $0 | 3 | 0.00 |
| 2020-12-31 | $0 | 3 | 0.00 |
| 2020-09-30 | $0 | 3 | 0.00 |
| 2020-06-30 | $44k | 451 | 97.56 |
| 2020-03-31 | $45k | 547 | 82.27 |
| 2019-12-31 | $120k | 937 | 128.07 |
| 2019-09-30 | $111k | 928 | 119.61 |
| 2019-06-30 | $112k | 928 | 120.69 |
| 2019-03-31 | $111k | 924 | 120.13 |
| 2018-06-30 | $3.0k | 20 | 150.00 |
| 2018-03-31 | $2.0k | 20 | 100.00 |
| 2017-12-31 | $3.0k | 20 | 150.00 |
| 2017-09-30 | $56k | 447 | 125.28 |
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