iShares Russell 2000 Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $294k | 1.4k | 210.30 |
| 2023-12-31 | $995k | 5.0k | 200.71 |
| 2023-09-30 | $246k | 1.4k | 176.69 |
| 2023-06-30 | $245k | 1.3k | 187.21 |
| 2023-03-31 | $7.2M | 47k | 151.76 |
| 2022-12-31 | $243k | 1.4k | 174.37 |
| 2022-09-30 | $230k | 1.4k | 165.23 |
| 2022-06-30 | $237k | 1.4k | 169.53 |
| 2022-03-31 | $294k | 1.4k | 205.45 |
| 2021-09-30 | $10M | 47k | 218.76 |
| 2021-06-30 | $234k | 1.0k | 229.41 |
| 2021-03-31 | $260k | 1.2k | 221.28 |
| 2020-12-31 | $8.7M | 44k | 196.05 |
| 2019-03-31 | $202k | 1.3k | 152.80 |
| 2018-09-30 | $6.5M | 39k | 168.56 |
| 2018-06-30 | $6.0M | 37k | 163.78 |
| 2017-03-31 | $253k | 1.8k | 137.35 |
| 2016-12-31 | $764k | 5.7k | 134.84 |
| 2015-03-31 | $277k | 2.3k | 121.23 |
| 2014-12-31 | $330k | 2.8k | 119.61 |
| 2014-09-30 | $347k | 3.2k | 109.50 |
| 2014-06-30 | $498k | 4.2k | 118.71 |
| 2014-03-31 | $629k | 5.4k | 116.35 |
| 2013-12-31 | $669k | 5.8k | 115.32 |
| 2013-09-30 | $532k | 5.0k | 106.70 |
| 2013-06-30 | $466k | 4.8k | 97.08 |
More positions owned by United Asset Strategies
Cigna Corp (CI)
View all positions for United Asset Strategies