iShares Russell 2000 Index shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 32k | 246.23 |
| 2025-06-30 | $5.6M | 25k | 219.39 |
| 2025-03-31 | $2.2M | 11k | 199.49 |
| 2024-12-31 | $3.5M | 16k | 220.96 |
| 2024-09-30 | $1.6M | 7.1k | 220.88 |
| 2024-06-30 | $1.2M | 5.8k | 202.89 |
| 2024-03-31 | $1.5M | 7.2k | 210.31 |
| 2023-12-31 | $458k | 2.6k | 178.41 |
| 2023-09-30 | $458k | 2.6k | 178.41 |
| 2023-06-30 | $4.8M | 26k | 187.27 |
| 2023-03-31 | $444k | 2.5k | 175.21 |
| 2020-09-30 | $951k | 6.4k | 149.74 |