iShares Russell 2000 Index shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $749k | 3.4k | 222.32 |
| 2021-09-30 | $740k | 3.4k | 218.61 |
| 2021-06-30 | $746k | 3.3k | 229.33 |
| 2021-03-31 | $732k | 3.3k | 220.95 |
| 2020-12-31 | $637k | 3.2k | 196.18 |
| 2020-09-30 | $411k | 2.7k | 149.73 |
| 2020-06-30 | $402k | 2.8k | 143.11 |
| 2020-03-31 | $321k | 2.8k | 114.44 |
| 2019-12-31 | $474k | 2.9k | 165.73 |
| 2019-09-30 | $420k | 2.8k | 151.46 |
| 2019-06-30 | $422k | 2.7k | 155.55 |
| 2019-03-31 | $378k | 2.5k | 153.04 |
| 2018-12-31 | $277k | 2.1k | 133.95 |
| 2018-09-30 | $330k | 2.0k | 168.37 |
| 2018-06-30 | $321k | 2.0k | 163.86 |
| 2018-03-31 | $289k | 1.9k | 151.79 |
| 2017-12-31 | $290k | 1.9k | 152.39 |
| 2017-09-30 | $313k | 2.1k | 148.13 |
| 2017-06-30 | $301k | 2.1k | 140.79 |
| 2017-03-31 | $288k | 2.1k | 137.47 |
| 2016-12-31 | $276k | 2.0k | 135.10 |
| 2016-09-30 | $253k | 2.0k | 124.02 |
| 2016-06-30 | $234k | 2.0k | 114.82 |
| 2016-03-31 | $226k | 2.0k | 110.89 |
| 2015-12-31 | $229k | 2.0k | 112.53 |
| 2015-09-30 | $199k | 1.8k | 109.28 |
| 2015-06-30 | $227k | 1.8k | 124.66 |
| 2015-03-31 | $228k | 1.8k | 124.12 |
| 2014-12-31 | $217k | 1.8k | 119.49 |
| 2014-09-30 | $199k | 1.8k | 109.64 |
| 2014-06-30 | $220k | 1.8k | 119.89 |
| 2014-03-31 | $194k | 1.7k | 116.59 |
| 2013-12-31 | $223k | 1.9k | 115.42 |
| 2013-09-30 | $434k | 4.0k | 107.53 |
| 2013-06-30 | $148k | 1.5k | 98.34 |