iShares Russell 2000 Index shares owned by First Foundation Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 120k | 241.96 |
| 2025-06-30 | $26M | 118k | 215.79 |
| 2025-03-31 | $24M | 122k | 199.49 |
| 2024-12-31 | $25M | 115k | 220.96 |
| 2024-09-30 | $23M | 106k | 220.89 |
| 2024-06-30 | $21M | 101k | 202.89 |
| 2024-03-31 | $20M | 93k | 210.30 |
| 2023-12-31 | $18M | 90k | 200.71 |
| 2023-09-30 | $15M | 83k | 176.75 |
| 2023-06-30 | $16M | 83k | 187.28 |
| 2023-03-31 | $19M | 105k | 178.40 |
| 2022-12-31 | $20M | 116k | 174.36 |
| 2022-09-30 | $10M | 62k | 164.93 |
| 2022-06-30 | $5.2M | 31k | 169.36 |
| 2022-03-31 | $2.3M | 11k | 205.25 |
| 2021-12-31 | $3.6M | 16k | 222.44 |
| 2021-09-30 | $697k | 3.2k | 218.77 |
| 2021-06-30 | $640k | 2.8k | 229.31 |
| 2021-03-31 | $261k | 1.2k | 220.63 |
| 2020-12-31 | $220k | 1.1k | 196.25 |
| 2020-06-30 | $209k | 1.5k | 143.45 |
| 2020-03-31 | $379k | 3.3k | 114.50 |
| 2018-09-30 | $265k | 1.6k | 168.79 |
| 2018-06-30 | $233k | 1.4k | 164.08 |
| 2018-03-31 | $248k | 1.6k | 151.77 |
| 2017-12-31 | $325k | 2.1k | 152.30 |
| 2016-12-31 | $272k | 2.0k | 134.65 |
| 2016-09-30 | $214k | 1.7k | 123.99 |
| 2015-12-31 | $209k | 1.9k | 112.73 |
| 2015-09-30 | $457k | 4.2k | 109.23 |
| 2015-06-30 | $231k | 1.9k | 124.60 |
| 2015-03-31 | $235k | 1.9k | 124.47 |
| 2014-12-31 | $470k | 3.9k | 119.71 |
| 2014-06-30 | $253k | 2.1k | 118.61 |