iShares Russell 2000 Index shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 21k | 241.98 |
| 2025-06-30 | $6.1M | 29k | 215.79 |
| 2025-03-31 | $12M | 61k | 199.49 |
| 2024-12-31 | $14M | 63k | 220.97 |
| 2024-09-30 | $13M | 57k | 220.90 |
| 2024-06-30 | $6.3M | 21k | 303.00 |
| 2024-03-31 | $6.8M | 32k | 210.31 |
| 2023-12-31 | $2.3M | 12k | 200.75 |
| 2023-09-30 | $6.2M | 35k | 176.74 |
| 2023-06-30 | $6.3M | 57k | 111.19 |
| 2023-03-31 | $1.5M | 13k | 111.20 |
| 2022-12-31 | $4.1M | 37k | 111.98 |
| 2022-09-30 | $4.1M | 37k | 112.12 |
| 2022-06-30 | $4.0k | 32 | 125.00 |
| 2022-03-31 | $6.9M | 61k | 111.96 |
| 2021-12-31 | $12M | 53k | 222.43 |
| 2021-09-30 | $14M | 64k | 218.97 |
| 2021-06-30 | $34M | 149k | 229.33 |
| 2021-03-31 | $30M | 135k | 220.99 |
| 2020-12-31 | $13M | 64k | 196.25 |
| 2020-09-30 | $6.6M | 44k | 149.51 |
| 2020-06-30 | $6.1M | 44k | 141.01 |
| 2020-03-31 | $849k | 7.3k | 117.06 |
| 2019-12-31 | $3.2M | 20k | 165.25 |
| 2019-09-30 | $2.3M | 15k | 150.96 |
| 2019-03-31 | $3.0M | 19k | 153.24 |
| 2018-12-31 | $7.1M | 54k | 132.86 |
| 2018-09-30 | $8.1M | 48k | 168.56 |
| 2018-06-30 | $8.5M | 52k | 163.76 |
| 2018-03-31 | $8.0M | 53k | 152.46 |
| 2017-12-31 | $8.0M | 53k | 152.46 |
| 2017-09-30 | $6.3M | 42k | 148.17 |
| 2017-06-30 | $8.1M | 57k | 140.92 |
| 2017-03-31 | $9.8M | 71k | 137.49 |
| 2016-12-31 | $7.6M | 56k | 134.85 |
| 2016-09-30 | $4.9M | 39k | 124.22 |
| 2016-06-30 | $4.1M | 35k | 114.97 |
| 2016-03-31 | $3.7M | 33k | 110.64 |
| 2015-12-31 | $4.7M | 42k | 112.61 |