iShares Russell 2000 Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment 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 Soltis Investment 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 Soltis Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $626k | 3.0k | 210.28 |
2023-12-31 | $514k | 2.6k | 200.72 |
2023-09-30 | $425k | 2.4k | 176.75 |
2023-06-30 | $340k | 1.8k | 187.27 |
2023-03-31 | $322k | 1.8k | 178.40 |
2022-12-31 | $279k | 1.6k | 174.36 |
2022-09-30 | $272k | 1.7k | 164.75 |
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