iShares Russell 2000 Index shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $779k | 2.6k | 300.43 |
| 2026-03-31 | $742k | 3.0k | 247.97 |
| 2025-12-31 | $644k | 2.6k | 246.20 |
| 2025-09-30 | $645k | 2.7k | 242.00 |
| 2025-06-30 | $586k | 2.7k | 215.78 |
| 2025-03-31 | $708k | 3.5k | 199.50 |
| 2024-12-31 | $553k | 2.5k | 220.96 |
| 2024-09-30 | $552k | 2.5k | 220.89 |
| 2024-06-30 | $505k | 2.5k | 202.89 |
| 2024-03-31 | $524k | 2.5k | 210.30 |
| 2023-12-31 | $516k | 2.6k | 200.71 |
| 2023-09-30 | $444k | 2.5k | 176.77 |
| 2023-06-30 | $719k | 3.8k | 187.28 |
| 2023-03-31 | $712k | 4.0k | 178.41 |
| 2022-12-31 | $765k | 4.4k | 174.35 |
| 2022-09-30 | $730k | 4.4k | 164.92 |
| 2022-06-30 | $749k | 4.4k | 169.36 |
| 2022-03-31 | $909k | 4.4k | 205.25 |
| 2021-09-30 | $983k | 4.4k | 222.46 |