iShares Russell 2000 Index shares owned by Independence Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Independence Advisors
from 13F filings
Historical chart of Independence Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Independence Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $2.4M | 16k | 149.77 |
| 2020-06-30 | $2.4M | 17k | 143.21 |
| 2020-03-31 | $1.9M | 17k | 114.46 |
| 2019-12-31 | $2.9M | 17k | 165.69 |
| 2019-09-30 | $1.6M | 11k | 151.30 |
| 2019-06-30 | $1.7M | 11k | 155.52 |
| 2019-03-31 | $1.7M | 11k | 153.08 |
| 2018-12-31 | $1.5M | 11k | 133.88 |
| 2018-09-30 | $1.7M | 10k | 168.56 |
| 2018-06-30 | $1.7M | 10k | 163.75 |
| 2018-03-31 | $1.5M | 10k | 151.86 |
| 2017-12-31 | $1.6M | 10k | 152.45 |
| 2017-09-30 | $1.4M | 9.7k | 148.13 |
| 2017-06-30 | $1.4M | 9.9k | 140.92 |
| 2017-03-31 | $1.4M | 9.9k | 137.45 |
| 2016-12-31 | $1.3M | 9.9k | 134.82 |
| 2016-09-30 | $1.2M | 9.6k | 124.17 |
| 2016-06-30 | $1.1M | 9.4k | 114.98 |