iShares Russell 2000 Index shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.3k | 241.94 |
| 2025-06-30 | $1.5M | 7.0k | 215.79 |
| 2025-03-31 | $1.5M | 7.5k | 199.48 |
| 2024-12-31 | $1.7M | 7.6k | 220.95 |
| 2024-09-30 | $1.7M | 7.7k | 220.89 |
| 2024-06-30 | $1.7M | 8.3k | 202.88 |
| 2024-03-31 | $1.9M | 8.9k | 210.30 |