iShares Russell 2000 Index shares owned by IAM Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by IAM Advisory
from 13F filings
Historical chart of IAM Advisory investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.9k | 241.97 |
| 2025-06-30 | $1.4M | 6.4k | 215.79 |
| 2025-03-31 | $1.2M | 6.2k | 199.49 |
| 2024-12-31 | $1.4M | 6.2k | 220.96 |
| 2024-09-30 | $1.4M | 6.2k | 220.87 |
| 2024-06-30 | $1.2M | 5.9k | 202.90 |
| 2023-03-31 | $838k | 4.7k | 178.40 |
| 2022-12-31 | $1.1M | 6.0k | 174.36 |
| 2021-06-30 | $125k | 544 | 229.78 |