iShares Russell 2000 Index shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $131M | 540k | 241.96 |
| 2025-06-30 | $90M | 416k | 215.79 |
| 2025-03-31 | $87M | 436k | 199.49 |
| 2024-12-31 | $82M | 372k | 221.07 |
| 2024-09-30 | $96M | 434k | 221.07 |
| 2024-03-31 | $136M | 647k | 210.45 |
| 2023-12-31 | $176M | 878k | 200.91 |
| 2023-09-30 | $204M | 1.2M | 176.80 |
| 2023-06-30 | $68M | 965k | 70.94 |
| 2023-03-31 | $133M | 747k | 178.48 |
| 2022-12-31 | $126M | 724k | 174.46 |
| 2022-09-30 | $120M | 727k | 164.97 |
| 2022-06-30 | $121M | 712k | 169.42 |
| 2022-03-31 | $186M | 906k | 205.34 |
| 2021-12-31 | $231M | 1.0M | 222.53 |
| 2021-09-30 | $225M | 1.0M | 218.84 |
| 2021-06-30 | $206M | 897k | 229.51 |
| 2021-03-31 | $183M | 827k | 221.06 |
| 2020-12-31 | $102M | 520k | 196.15 |
| 2020-09-30 | $78M | 518k | 149.87 |
| 2020-06-30 | $80M | 559k | 143.24 |
| 2020-03-31 | $116M | 1.0M | 114.51 |