iShares Russell 2000 Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 7.0k | 210.30 |
| 2023-12-31 | $1.5M | 7.6k | 200.71 |
| 2023-09-30 | $1.4M | 7.8k | 176.87 |
| 2023-06-30 | $1.5M | 7.8k | 187.40 |
| 2023-03-31 | $485k | 2.7k | 178.39 |
| 2022-12-31 | $1.5M | 8.5k | 174.44 |
| 2022-09-30 | $1.3M | 7.9k | 164.93 |
| 2022-06-30 | $1.5M | 8.7k | 169.34 |
| 2022-03-31 | $1.9M | 9.1k | 205.39 |
| 2021-12-31 | $2.5M | 11k | 222.49 |
| 2021-09-30 | $3.6M | 16k | 218.88 |
| 2021-06-30 | $4.3M | 19k | 229.49 |
| 2021-03-31 | $4.6M | 21k | 220.78 |