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iShares Russell 2000 Index shares owned by Financial Services Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 6.4k 210.30
2023-12-31 $978k 4.9k 200.71
2023-09-30 $472k 2.7k 176.74
2023-06-30 $474k 2.5k 187.27
2023-03-31 $393k 2.2k 178.40
2022-12-31 $310k 1.8k 174.36
2022-06-30 $203k 1.2k 169.31
2021-06-30 $8.0M 35k 229.38
2021-03-31 $15M 66k 220.95
2020-12-31 $20M 102k 196.06
2020-06-30 $6.9M 48k 143.19
2018-09-30 $12M 72k 168.55
2018-06-30 $31M 186k 163.77
2017-12-31 $4.6M 31k 152.46