iShares Russell 2000 Index shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos 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 Delos 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 Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.0k | 241.96 |
| 2025-06-30 | $1.6M | 7.4k | 215.79 |
| 2025-03-31 | $1.6M | 7.8k | 199.49 |
| 2024-12-31 | $1.7M | 7.7k | 220.96 |
| 2024-09-30 | $1.4M | 6.1k | 220.89 |
| 2024-06-30 | $1.1M | 5.3k | 202.89 |
| 2024-03-31 | $773k | 3.7k | 210.30 |
| 2021-06-30 | $1.0k | 5 | 200.00 |