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
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All positions including iShares Russell 2000 Index held by Delos 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 Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |