iShares Russell 2000 Index shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0k | 37 | 241.97 |
| 2025-03-31 | $75k | 378 | 199.45 |
| 2024-12-31 | $83k | 377 | 220.99 |
| 2024-09-30 | $83k | 376 | 220.82 |
| 2024-06-30 | $76k | 375 | 202.68 |
| 2024-03-31 | $79k | 374 | 210.04 |
| 2023-12-31 | $75k | 373 | 200.50 |