iShares Russell 2000 Index shares owned by Advisor OS
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.8k | 241.95 |
| 2025-06-30 | $2.0M | 9.2k | 215.78 |
| 2025-03-31 | $1.9M | 9.7k | 199.50 |
| 2024-12-31 | $1.9M | 8.7k | 222.43 |
| 2024-09-30 | $1.9M | 8.7k | 221.64 |
| 2024-06-30 | $1.8M | 8.8k | 202.80 |
| 2024-03-31 | $1.8M | 8.8k | 210.30 |
| 2023-12-31 | $1.8M | 8.9k | 200.80 |
| 2023-09-30 | $1.6M | 8.8k | 176.73 |
| 2023-06-30 | $1.6M | 8.8k | 187.20 |
| 2023-03-31 | $1.5M | 8.7k | 178.41 |
| 2022-12-31 | $1.5M | 8.4k | 174.40 |
| 2022-09-30 | $1.7M | 8.4k | 200.00 |
| 2022-06-30 | $1.4M | 8.4k | 169.32 |
| 2022-03-31 | $1.7M | 8.4k | 205.32 |
| 2021-12-31 | $1.9M | 8.3k | 222.49 |
| 2021-09-30 | $1.8M | 8.3k | 218.74 |
| 2021-06-30 | $1.9M | 8.3k | 229.42 |
| 2021-03-31 | $1.8M | 8.3k | 220.96 |
| 2020-06-30 | $401k | 2.8k | 143.21 |