iShares Russell 2000 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline 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 Sightline 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 Sightline Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 5.1k | 210.29 |
2023-12-31 | $1.0M | 5.1k | 200.69 |
2023-09-30 | $846k | 4.8k | 176.73 |
2023-06-30 | $852k | 4.8k | 178.40 |
2023-03-31 | $852k | 4.8k | 178.40 |
2022-12-31 | $1.2M | 6.8k | 174.36 |
2022-09-30 | $1.1M | 6.5k | 169.27 |
2022-06-30 | $1.1M | 6.4k | 168.30 |
2022-03-31 | $906k | 4.4k | 205.21 |
2021-12-31 | $875k | 3.9k | 224.59 |
2021-09-30 | $805k | 3.7k | 218.87 |
2021-06-30 | $913k | 4.0k | 229.45 |
2021-03-31 | $859k | 3.9k | 221.91 |
2020-12-31 | $729k | 3.7k | 195.92 |