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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Advisor OS
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |