iShares Russell 2000 Index shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by FSM Wealth 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 FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $530k | 2.4k | 220.88 |
| 2024-06-30 | $486k | 2.4k | 202.92 |
| 2024-03-31 | $503k | 2.4k | 210.28 |
| 2023-12-31 | $280k | 1.4k | 200.67 |