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
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Quarterly reported holdings in iShares Russell 2000 Index by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 1.4k | 241.96 |
| 2025-06-30 | $264k | 1.2k | 215.79 |
| 2025-03-31 | $236k | 1.2k | 199.49 |
| 2024-12-31 | $2.1M | 9.6k | 220.08 |
| 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 |