iShares Russell 2000 Index shares owned by Epic Trust Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Epic Trust Investment Advisors
from 13F filings
Historical chart of Epic Trust Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Epic Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $842k | 4.2k | 202.87 |
| 2024-03-31 | $1.1M | 5.4k | 210.32 |
| 2023-12-31 | $1.3M | 6.3k | 200.71 |
| 2023-09-30 | $1.1M | 6.2k | 176.75 |
| 2023-06-30 | $1.2M | 6.4k | 187.28 |
| 2023-03-31 | $1.3M | 7.4k | 178.41 |
| 2022-12-31 | $1.3M | 7.4k | 174.39 |
| 2022-09-30 | $2.1M | 13k | 164.90 |
| 2022-06-30 | $2.2M | 13k | 169.33 |
| 2022-03-31 | $3.0M | 15k | 205.26 |
| 2021-12-31 | $3.6M | 16k | 222.42 |
More positions owned by Epic Trust Investment Advisors
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