iShares Russell 2000 Index shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial 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 DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 34k | 241.96 |
| 2025-06-30 | $7.1M | 33k | 215.79 |
| 2025-03-31 | $6.6M | 33k | 199.49 |
| 2024-12-31 | $7.5M | 34k | 220.96 |
| 2024-09-30 | $7.5M | 34k | 220.89 |
| 2024-06-30 | $7.0M | 35k | 202.89 |
| 2024-03-31 | $7.2M | 34k | 210.30 |
| 2023-12-31 | $7.0M | 35k | 200.71 |
| 2023-09-30 | $6.1M | 35k | 176.74 |
| 2023-06-30 | $6.5M | 35k | 187.27 |
| 2023-03-31 | $6.1M | 34k | 178.40 |
| 2022-12-31 | $6.0M | 35k | 174.36 |
| 2022-09-30 | $5.7M | 35k | 164.91 |
| 2022-06-30 | $5.9M | 35k | 169.36 |
| 2022-03-31 | $7.3M | 35k | 207.57 |
| 2021-12-31 | $7.7M | 35k | 222.45 |
| 2021-09-30 | $6.9M | 32k | 218.75 |
| 2021-06-30 | $7.2M | 32k | 229.36 |
| 2021-03-31 | $7.0M | 32k | 220.93 |
| 2020-12-31 | $6.4M | 33k | 196.06 |