iShares Russell 2000 Index shares owned by Detalus Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus 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 Detalus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 1.7k | 241.97 |
| 2025-06-30 | $388k | 1.8k | 215.80 |
| 2025-03-31 | $359k | 1.8k | 199.49 |