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iShares Russell 2000 Index shares owned by Doliver Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Doliver Capital Advisors from 13F filings

Historical chart of Doliver Capital 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 Doliver Capital 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 Doliver Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 7.5k 220.89
2024-06-30 $16k 47k 0.33
2024-03-31 $1.5M 6.9k 210.30
2023-12-31 $689k 3.4k 200.71
2023-09-30 $631k 3.6k 176.74
2023-06-30 $846k 4.5k 187.27
2023-03-31 $258k 1.4k 178.40
2022-12-31 $248k 1.4k 174.36
2022-09-30 $282k 1.7k 164.72
2022-06-30 $409k 2.4k 169.43
2022-03-31 $239k 1.2k 205.15
2021-09-30 $477k 2.2k 218.91
2019-12-31 $213k 1.3k 165.37
2018-03-31 $247k 1.6k 152.00
2017-06-30 $433k 3.1k 140.90