iShares Russell 2000 Value Index shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $486k | 3.5k | 138.67 |
| 2022-09-30 | $452k | 3.5k | 129.03 |
| 2022-06-30 | $574k | 4.2k | 136.08 |
| 2022-03-31 | $681k | 4.2k | 161.45 |
| 2021-12-31 | $708k | 4.3k | 166.08 |
| 2021-09-30 | $683k | 4.3k | 160.22 |
| 2021-06-30 | $707k | 4.3k | 165.85 |
| 2021-03-31 | $675k | 4.2k | 159.54 |
| 2020-12-31 | $463k | 3.5k | 131.68 |
| 2020-09-30 | $349k | 3.5k | 99.26 |
| 2020-06-30 | $343k | 3.5k | 97.55 |
| 2020-03-31 | $292k | 3.6k | 82.00 |
| 2019-12-31 | $458k | 3.6k | 128.62 |
| 2019-09-30 | $425k | 3.6k | 119.35 |
| 2019-06-30 | $429k | 3.6k | 120.47 |
| 2019-03-31 | $427k | 3.6k | 119.91 |
| 2018-12-31 | $17k | 161 | 105.59 |
| 2018-09-30 | $19k | 146 | 130.14 |
| 2018-06-30 | $21k | 161 | 130.43 |
| 2018-03-31 | $20k | 161 | 124.22 |
| 2017-12-31 | $27k | 222 | 121.62 |
| 2017-09-30 | $33k | 267 | 123.60 |
| 2017-06-30 | $44k | 367 | 119.89 |
| 2017-03-31 | $50k | 422 | 118.48 |
| 2016-12-31 | $41k | 352 | 116.48 |
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