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
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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 |
|---|---|---|---|
| 2025-09-30 | $6.2M | 26k | 241.96 |
| 2025-06-30 | $3.5M | 16k | 215.79 |
| 2025-03-31 | $6.6M | 33k | 199.49 |
| 2024-12-31 | $13M | 61k | 220.96 |
| 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 |
More positions owned by Foundations Investment Advisors
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