iShares Russell 2000 Index shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron 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 Aaron 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 Aaron Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.0M | 18k | 220.89 |
2024-06-30 | $3.7M | 18k | 202.89 |
2024-03-31 | $3.8M | 18k | 210.30 |
2023-12-31 | $3.7M | 18k | 200.71 |
2023-09-30 | $3.3M | 19k | 176.74 |
2023-06-30 | $3.4M | 18k | 187.27 |
2023-03-31 | $3.3M | 18k | 178.40 |
2022-12-31 | $3.2M | 18k | 174.36 |
2022-09-30 | $3.0M | 18k | 164.92 |
2022-06-30 | $3.1M | 18k | 169.32 |
2022-03-31 | $17M | 3.5M | 4.87 |
2021-12-31 | $3.8M | 17k | 222.40 |
2021-09-30 | $3.6M | 17k | 218.74 |
2021-06-30 | $3.8M | 17k | 229.36 |
2021-03-31 | $3.7M | 17k | 220.90 |
2020-12-31 | $3.3M | 17k | 196.03 |