iShares Russell 2000 Index shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $92k | 523 | 176.72 |
| 2023-06-30 | $98k | 523 | 187.25 |
| 2023-03-31 | $93k | 523 | 178.30 |
| 2022-12-31 | $91k | 522 | 174.50 |
| 2022-09-30 | $3.0k | 17 | 176.47 |
| 2022-06-30 | $3.0k | 17 | 176.47 |
| 2022-03-31 | $23k | 110 | 209.09 |
| 2021-12-31 | $25k | 110 | 227.27 |
| 2020-06-30 | $4.0k | 30 | 133.33 |
| 2020-03-31 | $3.0k | 30 | 100.00 |