iShares Russell 2000 Index shares owned by Finivi
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Finivi
from 13F filings
Historical chart of Finivi investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Finivi consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Finivi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 1.2k | 241.96 |
| 2025-06-30 | $251k | 1.2k | 215.88 |
| 2025-03-31 | $2.7M | 13k | 199.49 |
| 2024-12-31 | $2.8M | 13k | 220.96 |
| 2024-09-30 | $2.6M | 12k | 220.89 |
| 2024-06-30 | $684k | 3.4k | 202.91 |
| 2024-03-31 | $673k | 3.2k | 210.32 |
| 2023-12-31 | $621k | 3.1k | 200.68 |
| 2021-12-31 | $610k | 2.7k | 222.48 |