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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.7M | 15k | 241.96 |
| 2025-06-30 | $3.5M | 16k | 215.79 |
| 2025-03-31 | $3.3M | 17k | 199.49 |
| 2024-12-31 | $3.5M | 16k | 220.96 |
| 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 |