iShares Russell 2000 Index shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Great Valley Advisor Group 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 Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 13k | 200.72 |
| 2023-09-30 | $2.3M | 13k | 176.71 |
| 2023-06-30 | $2.5M | 14k | 187.27 |
| 2023-03-31 | $2.4M | 14k | 178.41 |
| 2022-12-31 | $2.4M | 14k | 174.36 |
| 2022-09-30 | $2.2M | 13k | 164.86 |
| 2022-06-30 | $2.2M | 13k | 169.34 |
| 2022-03-31 | $1.1M | 5.5k | 206.94 |
| 2021-12-31 | $1.1M | 4.8k | 222.06 |
| 2021-09-30 | $995k | 4.5k | 218.87 |
| 2021-06-30 | $967k | 4.2k | 228.17 |
| 2021-03-31 | $512k | 2.3k | 220.78 |
| 2020-12-31 | $389k | 2.0k | 195.77 |
| 2020-09-30 | $314k | 2.1k | 149.81 |
| 2020-06-30 | $519k | 3.6k | 143.17 |
| 2020-03-31 | $323k | 2.8k | 114.66 |
| 2019-12-31 | $629k | 3.8k | 165.57 |
| 2019-09-30 | $572k | 3.8k | 151.16 |
| 2019-06-30 | $569k | 3.6k | 155.93 |
| 2019-03-31 | $828k | 5.6k | 147.65 |
More positions owned by Great Valley Advisor Group
View all positions for Great Valley Advisor Group