iShares Russell 2000 Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 1.4k | 241.90 |
| 2025-06-30 | $285k | 1.3k | 215.74 |
| 2025-03-31 | $263k | 1.3k | 199.44 |
| 2024-12-31 | $333k | 1.5k | 220.99 |
| 2024-09-30 | $360k | 1.6k | 220.84 |
| 2024-06-30 | $267k | 1.3k | 202.92 |
| 2024-03-31 | $267k | 1.3k | 210.22 |
| 2023-12-31 | $254k | 1.3k | 200.72 |
| 2023-09-30 | $240k | 1.4k | 176.70 |
| 2023-06-30 | $254k | 1.4k | 187.22 |
| 2023-03-31 | $242k | 1.4k | 178.41 |
| 2022-12-31 | $236k | 1.4k | 174.17 |
| 2022-09-30 | $244k | 1.5k | 164.98 |
| 2022-06-30 | $263k | 1.6k | 169.24 |
| 2022-03-31 | $313k | 1.5k | 204.98 |
| 2021-12-31 | $344k | 1.5k | 222.51 |
| 2021-09-30 | $331k | 1.5k | 218.63 |
| 2021-06-30 | $345k | 1.5k | 229.54 |
| 2021-03-31 | $331k | 1.5k | 220.81 |
| 2020-12-31 | $243k | 1.2k | 196.28 |
| 2018-06-30 | $108k | 656 | 164.63 |
| 2018-03-31 | $101k | 656 | 153.96 |
| 2017-12-31 | $101k | 655 | 154.20 |