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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

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Quarterly reported holdings in iShares Russell 2000 Index by Aaron Wealth Advisors

Quarter filed Position value Share count Share price at filing
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