iShares Russell 2000 Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 25k | 220.15 |
| 2023-12-31 | $6.2M | 31k | 200.71 |
| 2023-09-30 | $1.6M | 9.2k | 176.74 |
| 2023-06-30 | $4.1M | 22k | 187.26 |
| 2023-03-31 | $3.4B | 19k | 178396.48 |
| 2022-12-31 | $2.9B | 17k | 174361.85 |
| 2022-09-30 | $2.6M | 16k | 164.93 |
| 2022-06-30 | $6.4M | 37k | 171.10 |
| 2022-03-31 | $1.8M | 8.7k | 205.22 |
| 2021-12-31 | $1.6M | 7.0k | 224.30 |
| 2021-09-30 | $1.9M | 8.7k | 219.57 |
| 2021-06-30 | $223k | 2.8k | 80.48 |
| 2021-03-31 | $388k | 1.8k | 221.71 |
| 2020-12-31 | $287k | 1.5k | 192.88 |
| 2020-09-30 | $786k | 5.1k | 152.89 |
| 2020-06-30 | $856k | 6.0k | 143.24 |
| 2020-03-31 | $448k | 3.9k | 114.46 |
| 2019-12-31 | $705k | 4.3k | 165.73 |
| 2019-09-30 | $775k | 5.1k | 151.28 |
| 2019-06-30 | $654k | 4.2k | 155.53 |
| 2019-03-31 | $226k | 1.5k | 152.81 |
| 2018-12-31 | $295k | 2.2k | 133.91 |
| 2018-09-30 | $228k | 1.4k | 168.39 |
| 2018-06-30 | $230k | 1.4k | 163.93 |
| 2018-03-31 | $209k | 1.4k | 151.78 |
| 2017-12-31 | $204k | 1.3k | 152.58 |
| 2016-03-31 | $393k | 3.6k | 110.67 |
| 2015-12-31 | $358k | 3.2k | 112.65 |
| 2015-06-30 | $851k | 6.8k | 124.87 |
| 2015-03-31 | $2.8M | 23k | 124.37 |