iShares Russell 2000 Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $7.8M | 34k | 229.37 |
| 2021-03-31 | $7.2M | 33k | 220.89 |
| 2020-12-31 | $6.5M | 33k | 196.07 |
| 2020-09-30 | $3.7M | 24k | 149.61 |
| 2020-06-30 | $4.3M | 30k | 143.18 |
| 2020-03-31 | $3.3M | 29k | 114.46 |
| 2019-12-31 | $5.9M | 35k | 165.68 |
| 2019-09-30 | $7.3M | 48k | 151.34 |
| 2019-06-30 | $6.8M | 44k | 155.50 |
| 2019-03-31 | $8.3M | 54k | 153.10 |
| 2018-12-31 | $8.9M | 66k | 133.90 |
| 2018-09-30 | $15M | 88k | 168.55 |
| 2018-06-30 | $15M | 90k | 163.77 |
| 2018-03-31 | $14M | 90k | 151.83 |
| 2017-12-31 | $14M | 89k | 152.46 |