iShares Russell 2000 Index shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $165k | 548 | 300.45 |
| 2026-03-31 | $62k | 248 | 248.00 |
| 2025-12-31 | $6.4k | 26 | 246.15 |
| 2025-09-30 | $6.3k | 26 | 241.96 |
| 2025-06-30 | $5.6k | 26 | 215.81 |
| 2025-03-31 | $5.2k | 26 | 199.50 |
| 2024-12-31 | $9.5k | 43 | 220.95 |