iShares Russell 2000 Index shares owned by Huber Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Huber Financial Advisors
from 13F filings
Historical chart of Huber Financial 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 Huber Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Huber Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-03-31 | $291k | 2.5k | 114.39 |
2019-12-31 | $505k | 3.0k | 165.68 |
2019-09-30 | $398k | 2.6k | 151.50 |
2019-06-30 | $393k | 2.5k | 155.46 |
2019-03-31 | $458k | 3.0k | 153.18 |
2018-12-31 | $306k | 2.3k | 133.98 |
2018-09-30 | $239k | 1.4k | 168.67 |
2018-06-30 | $234k | 1.4k | 163.52 |
2018-03-31 | $217k | 1.4k | 151.54 |