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iShares Russell 2000 Index shares owned by Frederick Financial Consultants

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Frederick Financial Consultants from 13F filings

Historical chart of Frederick Financial Consultants investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Frederick Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 11k 241.97
2025-06-30 $2.2M 10k 215.79
2025-03-31 $1.7M 8.6k 199.49
2024-12-31 $1.6M 7.4k 220.95