iShares Russell 2000 Index shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC Wealth 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 FSC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 23k | 241.96 |
| 2025-06-30 | $4.9M | 23k | 215.79 |
| 2025-03-31 | $869k | 4.4k | 199.49 |
| 2024-12-31 | $800k | 3.6k | 220.96 |
| 2024-09-30 | $656k | 3.0k | 220.89 |
| 2024-06-30 | $507k | 2.5k | 202.89 |
| 2024-03-31 | $12M | 58k | 210.30 |
| 2023-12-31 | $235k | 1.2k | 200.72 |
| 2023-09-30 | $5.8M | 33k | 176.74 |
| 2023-06-30 | $9.2M | 49k | 187.27 |
| 2023-03-31 | $130k | 726 | 178.40 |
| 2022-12-31 | $20k | 114 | 174.36 |
| 2022-09-30 | $14k | 85 | 164.71 |
| 2022-06-30 | $11k | 66 | 166.67 |
| 2022-03-31 | $10k | 50 | 200.00 |
| 2021-12-31 | $4.0k | 16 | 250.00 |