iShares Russell 2000 Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $24M | 98k | 248.00 |
| 2025-12-31 | $605k | 2.5k | 246.21 |
| 2025-09-30 | $472k | 2.0k | 241.92 |
| 2025-06-30 | $357k | 1.7k | 215.84 |
| 2025-03-31 | $239k | 1.2k | 199.49 |
| 2024-12-31 | $8.7M | 39k | 220.96 |
| 2024-06-30 | $676k | 3.3k | 202.89 |
| 2024-03-31 | $700k | 3.3k | 210.30 |
| 2023-12-31 | $1.2k | 14k | 0.09 |
| 2023-09-30 | $589k | 3.3k | 176.74 |
| 2023-06-30 | $685k | 3.7k | 187.27 |
| 2023-03-31 | $652k | 3.7k | 178.40 |
| 2022-12-31 | $639k | 3.7k | 174.36 |
| 2022-09-30 | $604k | 3.7k | 164.80 |
| 2021-12-31 | $267k | 1.2k | 222.50 |
| 2019-12-31 | $6.9M | 42k | 165.68 |
| 2017-03-31 | $3.8M | 28k | 134.34 |
More positions owned by Independent Advisor Alliance
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