iShares Russell 2000 Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $29M | 118k | 246.16 |
| 2025-09-30 | $5.9M | 25k | 241.96 |
| 2025-06-30 | $4.8M | 22k | 215.79 |
| 2025-03-31 | $4.4M | 22k | 199.49 |
| 2024-12-31 | $4.9M | 22k | 220.96 |
| 2024-09-30 | $4.4M | 20k | 220.89 |
| 2024-06-30 | $255k | 1.3k | 202.89 |
| 2024-03-31 | $893k | 4.2k | 210.30 |
| 2023-09-30 | $740k | 4.2k | 176.74 |
| 2023-06-30 | $202k | 1.1k | 187.27 |
| 2023-03-31 | $195k | 1.1k | 178.40 |
| 2022-12-31 | $108k | 621 | 174.36 |
| 2022-09-30 | $258k | 1.6k | 165.28 |
| 2022-06-30 | $323k | 1.9k | 169.38 |
| 2022-03-31 | $368k | 1.8k | 205.36 |
| 2021-12-31 | $398k | 1.8k | 222.35 |
| 2021-09-30 | $305k | 1.4k | 219.11 |
| 2021-06-30 | $214k | 1.0k | 208.37 |
| 2021-03-31 | $166k | 750 | 221.33 |
| 2020-12-31 | $84k | 430 | 195.35 |
| 2020-09-30 | $147k | 984 | 149.39 |
| 2020-06-30 | $62k | 426 | 145.54 |
| 2020-03-31 | $58k | 426 | 136.15 |
| 2019-12-31 | $66k | 426 | 154.93 |
| 2019-09-30 | $16k | 112 | 142.86 |