iShares Russell 2000 Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $253k | 1.4k | 176.74 |
| 2023-06-30 | $272k | 1.5k | 187.27 |
| 2023-03-31 | $259k | 1.5k | 178.40 |
| 2022-12-31 | $265k | 1.5k | 174.36 |
| 2022-09-30 | $341k | 2.1k | 165.13 |
| 2022-06-30 | $350k | 2.1k | 169.49 |
| 2022-03-31 | $424k | 2.1k | 205.33 |
| 2021-12-31 | $459k | 2.1k | 222.28 |
| 2021-09-30 | $452k | 2.1k | 218.89 |
| 2021-06-30 | $474k | 2.1k | 229.54 |
| 2021-03-31 | $456k | 2.1k | 220.82 |
| 2020-12-31 | $483k | 2.5k | 195.86 |
| 2020-09-30 | $397k | 2.7k | 149.75 |
| 2019-12-31 | $500k | 3.0k | 165.78 |
| 2019-09-30 | $458k | 3.0k | 151.40 |
| 2019-06-30 | $480k | 3.1k | 155.59 |
| 2019-03-31 | $550k | 3.6k | 153.03 |
| 2018-12-31 | $486k | 3.6k | 134.00 |
| 2018-09-30 | $586k | 3.5k | 168.63 |
| 2018-06-30 | $432k | 2.6k | 163.64 |
| 2018-03-31 | $354k | 2.4k | 148.12 |
| 2017-12-31 | $798k | 5.2k | 152.49 |