iShares Russell 2000 Index shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 23k | 220.89 |
| 2024-06-30 | $4.2M | 21k | 202.89 |
| 2024-03-31 | $4.4M | 21k | 210.30 |
| 2023-12-31 | $4.2M | 21k | 200.71 |
| 2023-09-30 | $3.1M | 18k | 176.74 |
| 2023-06-30 | $3.3M | 18k | 187.27 |
| 2023-03-31 | $3.1M | 17k | 178.40 |
| 2022-12-31 | $3.0M | 17k | 174.36 |
| 2022-09-30 | $2.9M | 18k | 164.90 |
| 2022-06-30 | $1.8M | 11k | 169.33 |
| 2022-03-31 | $2.1M | 10k | 205.29 |
| 2021-12-31 | $2.3M | 10k | 222.47 |
| 2021-09-30 | $2.2M | 10k | 218.74 |
| 2021-06-30 | $2.4M | 10k | 229.41 |
| 2021-03-31 | $2.4M | 11k | 220.91 |
| 2020-12-31 | $2.1M | 11k | 196.02 |
| 2020-09-30 | $1.4M | 9.3k | 149.83 |
| 2020-06-30 | $1.3M | 9.3k | 143.20 |
| 2020-03-31 | $1.1M | 9.2k | 114.47 |
| 2019-12-31 | $1.6M | 9.7k | 165.70 |
| 2019-09-30 | $1.5M | 9.6k | 151.37 |
| 2019-06-30 | $1.5M | 9.6k | 155.53 |
| 2019-03-31 | $1.5M | 9.5k | 153.10 |
| 2018-12-31 | $1.3M | 9.4k | 133.93 |
| 2018-09-30 | $1.6M | 9.2k | 168.59 |
| 2018-06-30 | $1.5M | 9.2k | 163.74 |
| 2018-03-31 | $1.4M | 9.2k | 151.86 |
| 2017-12-31 | $1.5M | 10k | 152.48 |
| 2017-09-30 | $1.4M | 9.4k | 148.20 |
| 2017-06-30 | $1.3M | 9.0k | 140.95 |
| 2017-03-31 | $1.2M | 9.0k | 137.50 |
| 2016-12-31 | $1.3M | 9.5k | 134.91 |
| 2016-09-30 | $1.2M | 9.4k | 124.16 |
| 2016-06-30 | $1.1M | 9.4k | 114.96 |
| 2016-03-31 | $1.0M | 9.4k | 110.68 |
| 2015-12-31 | $1.2M | 11k | 112.60 |
| 2015-09-30 | $1.1M | 10k | 109.21 |
| 2015-06-30 | $1.3M | 10k | 124.88 |
| 2015-03-31 | $1.3M | 10k | 124.34 |
| 2014-12-31 | $1.2M | 9.7k | 119.59 |
| 2014-09-30 | $396k | 3.6k | 109.36 |
| 2014-06-30 | $401k | 3.4k | 118.71 |
| 2014-03-31 | $488k | 4.2k | 116.44 |
| 2013-12-31 | $262k | 2.3k | 115.32 |
More positions owned by Financial Advisory Service
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