iShares Russell 2000 Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $18M | 71k | 248.00 |
| 2025-09-30 | $7.8M | 32k | 241.96 |
| 2025-06-30 | $4.9M | 23k | 215.79 |
| 2025-03-31 | $4.3M | 22k | 199.48 |
| 2024-12-31 | $7.4M | 34k | 220.96 |
| 2024-09-30 | $9.5M | 43k | 220.89 |
| 2024-06-30 | $4.4M | 22k | 202.90 |
| 2024-03-31 | $5.2M | 25k | 210.30 |
| 2023-12-31 | $4.4M | 22k | 200.70 |
| 2023-09-30 | $2.8M | 16k | 176.75 |
| 2023-06-30 | $3.1M | 16k | 187.28 |
| 2023-03-31 | $2.0M | 11k | 178.39 |
| 2022-12-31 | $2.0M | 11k | 174.37 |
| 2022-09-30 | $1.9M | 12k | 164.92 |
| 2022-06-30 | $2.0M | 12k | 169.36 |
| 2022-03-31 | $2.7M | 13k | 205.28 |
| 2021-12-31 | $2.5M | 11k | 222.46 |
| 2021-09-30 | $1.7M | 7.6k | 218.75 |
| 2021-06-30 | $1.8M | 7.9k | 229.38 |
| 2021-03-31 | $1.7M | 7.6k | 220.95 |
| 2020-12-31 | $1.5M | 7.4k | 196.06 |
| 2020-09-30 | $1.2M | 7.8k | 149.79 |
| 2020-06-30 | $1.1M | 7.7k | 143.18 |
| 2020-03-31 | $730k | 6.4k | 114.45 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group