iShares Russell 2000 Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.7M | 44k | 220.96 |
| 2024-09-30 | $9.2M | 42k | 220.89 |
| 2024-06-30 | $5.4M | 27k | 202.89 |
| 2024-03-31 | $5.1M | 24k | 210.30 |
| 2023-12-31 | $5.0M | 25k | 200.71 |
| 2023-09-30 | $1.5M | 8.5k | 176.75 |
| 2023-06-30 | $912k | 4.9k | 187.28 |
| 2023-03-31 | $901k | 5.0k | 178.39 |
| 2022-12-31 | $727k | 4.2k | 174.34 |
| 2022-09-30 | $680k | 4.1k | 164.93 |
| 2022-06-30 | $420k | 2.5k | 169.49 |
| 2022-03-31 | $463k | 2.3k | 205.32 |
| 2021-12-31 | $475k | 2.1k | 222.48 |
| 2021-09-30 | $608k | 2.8k | 218.55 |
| 2021-06-30 | $641k | 2.8k | 229.17 |
| 2021-03-31 | $614k | 2.8k | 220.70 |
| 2020-12-31 | $853k | 4.4k | 195.96 |
| 2020-09-30 | $1.1M | 6.7k | 162.36 |
| 2020-06-30 | $2.5M | 18k | 141.83 |
| 2020-03-31 | $2.1M | 18k | 114.46 |
| 2019-12-31 | $2.3M | 14k | 168.55 |