iShares Russell 2000 Index shares owned by Advantage Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47k | 194 | 241.96 |
| 2025-06-30 | $42k | 194 | 215.79 |
| 2025-03-31 | $39k | 194 | 199.49 |
| 2024-12-31 | $52k | 237 | 220.96 |
| 2024-09-30 | $86k | 389 | 220.89 |
| 2024-06-30 | $79k | 389 | 202.89 |
| 2024-03-31 | $82k | 389 | 210.30 |
| 2023-12-31 | $78k | 389 | 200.71 |