iShares Russell 2000 Index shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 90k | 245.44 |
| 2025-06-30 | $16M | 72k | 226.81 |
| 2025-03-31 | $10M | 52k | 196.10 |
| 2024-12-31 | $2.2M | 10k | 216.82 |
| 2024-09-30 | $23M | 102k | 221.26 |
| 2024-06-30 | $763k | 3.8k | 201.42 |
| 2024-03-31 | $26M | 123k | 208.32 |
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