iShares Russell 2000 Index shares owned by Benchmark Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Benchmark Investment Advisors
from 13F filings
Historical chart of Benchmark Investment 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 Benchmark Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Benchmark Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 1.3k | 241.96 |
| 2025-03-31 | $675k | 3.4k | 199.50 |
| 2024-12-31 | $1.1M | 4.9k | 220.98 |
| 2024-09-30 | $442k | 2.0k | 220.91 |
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