Financial Advisory Service »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
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

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index