iShares Russell 2000 Index shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 26k | 241.96 |
| 2025-06-30 | $1.4M | 6.5k | 215.79 |
| 2025-03-31 | $1.3M | 6.6k | 199.49 |
| 2024-12-31 | $2.3M | 11k | 220.96 |
| 2024-09-30 | $1.5M | 7.0k | 220.89 |
| 2024-06-30 | $1.4M | 6.7k | 202.89 |
| 2024-03-31 | $1.4M | 6.4k | 210.30 |
| 2023-12-31 | $978k | 4.9k | 200.71 |
| 2023-09-30 | $472k | 2.7k | 176.74 |
| 2023-06-30 | $474k | 2.5k | 187.27 |
| 2023-03-31 | $393k | 2.2k | 178.40 |
| 2022-12-31 | $310k | 1.8k | 174.55 |
| 2022-06-30 | $203k | 1.2k | 169.31 |
| 2021-06-30 | $8.0M | 35k | 229.38 |
| 2021-03-31 | $15M | 66k | 220.95 |
| 2020-12-31 | $20M | 102k | 196.06 |
| 2020-06-30 | $6.9M | 48k | 143.19 |
| 2018-09-30 | $12M | 72k | 168.55 |
| 2018-06-30 | $31M | 186k | 163.77 |
| 2017-12-31 | $4.6M | 31k | 152.46 |
More positions owned by Financial Services Advisory
View all positions for Financial Services Advisory