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iShares Russell 2000 Index shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 23k 220.89
2024-06-30 $1.9M 9.4k 202.88
2024-03-31 $7.6M 36k 210.30
2023-12-31 $4.4M 22k 195.44
2023-09-30 $965k 5.5k 176.75
2023-06-30 $1.0M 5.5k 187.28
2023-03-31 $506k 2.8k 178.41
2022-12-31 $3.6M 20k 174.36
2022-09-30 $3.0M 18k 164.93
2022-06-30 $2.9M 17k 171.54
2022-03-31 $2.2M 11k 198.93
2021-12-31 $2.2M 10k 216.05
2021-09-30 $2.2M 10k 221.04
2021-06-30 $3.0M 13k 226.39
2021-03-31 $2.6M 12k 220.67
2020-12-31 $2.6M 13k 207.73
2020-09-30 $1.1M 7.2k 152.86
2020-06-30 $1.0M 7.3k 142.35
2020-03-31 $1.0M 9.7k 106.68
2019-12-31 $1.2M 7.5k 165.33
2019-09-30 $1.1M 7.7k 147.77
2019-06-30 $729k 4.7k 156.30
2019-03-31 $45M 291k 153.09