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iShares Russell 2000 Value Index shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone 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 Tyler-Stone 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $143k 900 158.81
2023-12-31 $202k 1.3k 155.33
2023-09-30 $81k 600 135.00
2023-06-30 $84k 600 140.00
2022-12-31 $89k 640 139.06
2022-09-30 $83k 640 129.69
2022-06-30 $167k 1.2k 136.44
2022-03-31 $198k 1.2k 161.76
2021-12-31 $203k 1.2k 165.85