iShares Russell 2000 Index shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 9.4k | 220.89 |
| 2024-06-30 | $463k | 2.3k | 202.89 |
| 2024-03-31 | $2.1M | 9.8k | 210.30 |
| 2023-12-31 | $1.8M | 9.0k | 200.71 |
| 2023-09-30 | $360k | 2.0k | 176.74 |
| 2023-06-30 | $382k | 2.0k | 187.27 |
| 2023-03-31 | $357k | 2.0k | 178.40 |
| 2022-12-31 | $397k | 2.3k | 174.36 |