iShares Russell 2000 Index shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Rocky Mountain Advisers 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 Rocky Mountain Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $15k | 70 | 210.30 |
2023-12-31 | $14k | 70 | 200.71 |
2023-09-30 | $12k | 70 | 176.74 |
2023-06-30 | $13k | 70 | 178.40 |
2023-03-31 | $12k | 70 | 171.43 |
2022-12-31 | $12k | 70 | 171.43 |
2022-09-30 | $12k | 70 | 171.43 |
2022-06-30 | $12k | 70 | 171.43 |
2022-03-31 | $14k | 70 | 200.00 |
2021-12-31 | $16k | 70 | 228.57 |
2021-09-30 | $15k | 70 | 214.29 |
2021-06-30 | $16k | 70 | 228.57 |
2021-03-31 | $15k | 70 | 214.29 |
2020-12-31 | $14k | 70 | 200.00 |
2020-09-30 | $10k | 70 | 142.86 |
2020-06-30 | $10k | 70 | 142.86 |
2020-03-31 | $8.0k | 70 | 114.29 |
2019-12-31 | $12k | 70 | 171.43 |
2019-09-30 | $11k | 70 | 157.14 |
2019-06-30 | $11k | 70 | 157.14 |
2019-03-31 | $11k | 70 | 157.14 |
2018-12-31 | $9.0k | 70 | 128.57 |
2018-09-30 | $12k | 70 | 171.43 |
2018-06-30 | $11k | 70 | 157.14 |
2018-03-31 | $11k | 70 | 157.14 |