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iShares Russell 2000 Index shares owned by Acorn Financial Advisory Services

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Acorn Financial Advisory Services from 13F filings

Historical chart of Acorn Financial Advisory Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Acorn Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $886k 4.2k 210.30
2023-12-31 $2.0M 10k 196.31
2023-09-30 $1.9M 11k 175.29
2023-06-30 $2.1M 11k 187.27
2023-03-31 $1.8M 10k 178.41
2022-12-31 $1.8M 10k 174.35
2022-09-30 $1.5M 9.3k 164.89
2022-06-30 $1.6M 9.4k 169.13
2022-03-31 $1.6M 7.8k 205.20
2021-12-31 $1.6M 7.0k 222.24
2021-09-30 $1.6M 7.2k 218.64
2021-06-30 $1.8M 7.6k 229.34
2020-12-31 $1.6M 8.1k 196.22
2020-09-30 $1.3M 8.4k 149.86
2020-06-30 $1.2M 8.2k 143.10
2020-03-31 $1.0M 9.1k 114.33
2019-12-31 $1.5M 9.1k 165.60