iShares Russell 2000 Index shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Fiduciary Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $935k | 3.9k | 241.94 |
| 2025-06-30 | $783k | 3.6k | 215.81 |
| 2025-03-31 | $474k | 2.4k | 199.45 |
| 2024-12-31 | $501k | 2.3k | 220.99 |
| 2024-09-30 | $583k | 2.6k | 220.90 |
| 2024-06-30 | $466k | 2.3k | 201.86 |
| 2024-03-31 | $459k | 2.2k | 208.30 |
| 2023-12-31 | $444k | 2.2k | 200.71 |
| 2023-09-30 | $371k | 2.1k | 176.77 |
| 2023-06-30 | $416k | 2.2k | 187.30 |
| 2023-03-31 | $393k | 2.2k | 178.44 |
| 2022-12-31 | $381k | 2.2k | 174.39 |