iShares Russell 2000 Index shares owned by Francis Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Francis Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $839k | 3.5k | 241.96 |
| 2025-06-30 | $763k | 3.5k | 215.79 |
| 2025-03-31 | $705k | 3.5k | 199.49 |
| 2024-12-31 | $794k | 3.6k | 220.96 |
| 2024-09-30 | $819k | 3.7k | 220.87 |
| 2024-06-30 | $773k | 3.8k | 202.91 |
| 2024-03-31 | $832k | 4.0k | 210.31 |
| 2023-12-31 | $495k | 2.5k | 200.70 |
| 2023-09-30 | $487k | 2.8k | 176.76 |
| 2023-06-30 | $480k | 2.6k | 187.29 |
| 2023-03-31 | $411k | 2.3k | 178.41 |
| 2022-12-31 | $421k | 2.4k | 174.37 |
| 2022-09-30 | $668k | 4.1k | 164.94 |
| 2022-06-30 | $830k | 4.6k | 180.36 |
| 2018-03-31 | $1.0M | 6.8k | 151.84 |
| 2017-12-31 | $1.1M | 7.0k | 152.53 |