IWN — I Shares Russell 2000 Value

Ownership history in MONETARY MANAGEMENT GROUP INC  ·  46 quarters on record

This page tracks every 13F SEC filing in which MONETARY MANAGEMENT GROUP INC reported a position in I Shares Russell 2000 Value (IWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2014 Q2)
Avg. % of fund
0.01%
First filed
2014 Q2
Last filed
2025 Q3
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 150 — 0% 0.01% $27K $175.32
2025 Q2 UNCHANGED 150 — 0% 0.01% $24K $155.70
2025 Q1 UNCHANGED 150 — 0% 0.01% $23K $148.34
2024 Q4 UNCHANGED 150 — 0% 0.01% $25K $160.78
2024 Q3 UNCHANGED 150 — 0% 0.01% $25K $162.57
2024 Q2 UNCHANGED 150 — 0% 0.01% $23K $147.66
2024 Q1 UNCHANGED 150 — 0% 0.01% $24K $153.29
2023 Q4 UNCHANGED 150 — 0% 0.01% $23K $149.38
2023 Q3 UNCHANGED 150 — 0% 0.01% $20K $129.61
2023 Q2 UNCHANGED 150 — 0% 0.01% $21K $133.70
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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