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iShares Russell 2000 Index shares owned by Ascension Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ascension Capital Advisors from 13F filings

Historical chart of Ascension 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 Ascension Capital 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 Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 678 300.45
2021-09-30 $15M 70k 218.75
2021-06-30 $22M 97k 229.37
2021-03-31 $21M 95k 220.94