iShares Russell 2000 Index shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM 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 HHM 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 HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $137k | 565 | 242.13 |
| 2025-06-30 | $120k | 558 | 215.85 |
| 2025-03-31 | $109k | 547 | 199.46 |
| 2024-12-31 | $121k | 547 | 220.84 |
| 2024-09-30 | $121k | 546 | 221.06 |
| 2024-06-30 | $111k | 546 | 202.94 |
| 2024-03-31 | $115k | 546 | 210.26 |
| 2023-09-30 | $92k | 523 | 176.72 |
| 2023-06-30 | $98k | 523 | 187.25 |
| 2023-03-31 | $93k | 523 | 178.30 |
| 2022-12-31 | $91k | 522 | 174.50 |
| 2022-09-30 | $3.0k | 17 | 176.47 |
| 2022-06-30 | $3.0k | 17 | 176.47 |
| 2022-03-31 | $23k | 110 | 209.09 |
| 2021-12-31 | $25k | 110 | 227.27 |
| 2020-06-30 | $4.0k | 30 | 133.33 |
| 2020-03-31 | $3.0k | 30 | 100.00 |