iShares Russell 2000 Value Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 77k | 158.81 |
| 2023-12-31 | $12M | 78k | 155.33 |
| 2023-09-30 | $11M | 80k | 136.49 |
| 2023-06-30 | $11M | 80k | 140.80 |
| 2023-03-31 | $12M | 84k | 137.02 |
| 2022-12-31 | $12M | 84k | 138.67 |
| 2022-09-30 | $11M | 83k | 128.93 |
| 2022-06-30 | $13M | 97k | 136.15 |
| 2022-03-31 | $15M | 92k | 161.40 |
| 2021-12-31 | $14M | 84k | 166.05 |
| 2021-09-30 | $13M | 81k | 160.22 |
| 2021-06-30 | $14M | 83k | 165.77 |
| 2021-03-31 | $13M | 80k | 159.47 |
| 2020-12-31 | $9.6M | 73k | 131.75 |
| 2020-09-30 | $7.1M | 72k | 99.33 |
| 2020-06-30 | $6.1M | 63k | 97.47 |
| 2020-03-31 | $3.7M | 45k | 82.02 |
| 2019-12-31 | $4.6M | 35k | 128.58 |
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