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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Epic Trust Investment 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 Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
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