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Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares Russell 2000 Index shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$368k	1.2k	300.54
2021-12-31	$201k	903	222.59
2021-06-30	$207k	903	229.24

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View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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