iShares Russell 2000 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $474k | 2.3k | 210.26 |
2023-12-31 | $468k | 2.3k | 200.67 |
2023-09-30 | $468k | 2.6k | 177.59 |
2023-06-30 | $495k | 2.6k | 187.29 |
2023-03-31 | $468k | 2.6k | 178.42 |
2022-12-31 | $458k | 2.6k | 174.38 |
2022-09-30 | $477k | 2.9k | 164.82 |
2022-06-30 | $470k | 2.8k | 169.13 |
2022-03-31 | $527k | 2.6k | 205.22 |
2021-12-31 | $542k | 2.4k | 222.59 |
2021-09-30 | $559k | 2.5k | 219.39 |
2021-06-30 | $588k | 2.6k | 229.33 |
2021-03-31 | $603k | 2.7k | 220.96 |
2020-12-31 | $614k | 3.1k | 196.04 |