iShares Russell 2000 Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 1.1k | 241.96 |
| 2025-06-30 | $229k | 1.1k | 215.79 |
| 2025-03-31 | $64k | 321 | 199.49 |
| 2024-12-31 | $71k | 321 | 220.96 |
| 2024-09-30 | $71k | 321 | 220.89 |
| 2024-06-30 | $65k | 321 | 202.89 |
| 2024-03-31 | $82k | 392 | 210.30 |
| 2023-12-31 | $77k | 384 | 200.71 |
| 2023-09-30 | $143k | 810 | 176.74 |
| 2023-06-30 | $28k | 158 | 178.48 |
| 2023-03-31 | $28k | 158 | 178.40 |
| 2022-12-31 | $32k | 185 | 174.36 |
| 2022-09-30 | $31k | 185 | 167.57 |
| 2022-06-30 | $98k | 565 | 173.45 |
| 2022-03-31 | $116k | 565 | 205.31 |
| 2021-06-30 | $130k | 565 | 230.09 |
| 2021-03-31 | $125k | 565 | 221.24 |
| 2020-12-31 | $117k | 596 | 196.31 |