iShares Russell 2000 Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $192M | 867k | 220.96 |
| 2024-09-30 | $187M | 846k | 220.89 |
| 2024-06-30 | $173M | 853k | 202.89 |
| 2024-03-31 | $174M | 827k | 210.30 |
| 2023-12-31 | $176M | 874k | 200.71 |
| 2023-09-30 | $166M | 938k | 176.74 |
| 2023-06-30 | $179M | 958k | 187.27 |
| 2023-03-31 | $167M | 934k | 178.40 |
| 2022-12-31 | $160M | 917k | 174.36 |
| 2022-09-30 | $219M | 1.3M | 164.92 |
| 2022-06-30 | $214M | 1.3M | 169.36 |
| 2022-03-31 | $250M | 1.2M | 205.27 |
| 2021-12-31 | $249M | 1.1M | 222.52 |
| 2021-09-30 | $236M | 1.1M | 218.95 |
| 2021-06-30 | $232M | 1.0M | 229.42 |
| 2021-03-31 | $192M | 870k | 221.06 |
| 2020-12-31 | $165M | 841k | 196.11 |
| 2020-09-30 | $202M | 1.3M | 149.75 |
| 2020-06-30 | $140M | 979k | 143.11 |
| 2020-03-31 | $225M | 2.0M | 114.41 |
| 2019-12-31 | $314M | 1.9M | 165.49 |
| 2019-09-30 | $185M | 1.2M | 151.41 |
| 2019-06-30 | $179M | 1.2M | 155.50 |
| 2019-03-31 | $164M | 1.1M | 153.09 |
| 2018-12-31 | $19M | 154k | 122.52 |
More positions owned by H D Vest Advisory Services
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