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iShares Russell 2000 Value Index shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors 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 Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 19k 158.81
2023-12-31 $3.0M 19k 155.33
2023-09-30 $1.6M 12k 135.54
2023-06-30 $1.6M 12k 140.79
2023-03-31 $1.6M 12k 136.99
2022-12-31 $1.6M 12k 138.68
2022-09-30 $987k 7.7k 128.87
2022-06-30 $1.2M 9.1k 136.20
2022-03-31 $1.4M 8.7k 161.36
2021-12-31 $1.3M 7.6k 166.10
2021-09-30 $1.0M 6.4k 160.31
2021-06-30 $980k 5.9k 165.82
2021-03-31 $879k 5.5k 159.41
2020-12-31 $701k 5.3k 131.74
2020-09-30 $527k 5.3k 99.25