iShares Russell 2000 Index shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $1.7M | 9.0k | 187.27 |
2023-03-31 | $1.7M | 9.3k | 178.40 |
2022-12-31 | $1.6M | 8.9k | 174.36 |
2022-09-30 | $1.5M | 9.2k | 164.92 |
2022-06-30 | $1.5M | 9.1k | 169.33 |
2022-03-31 | $1.9M | 9.2k | 205.30 |
2021-12-31 | $1.8M | 8.0k | 222.49 |
2021-09-30 | $1.7M | 8.0k | 218.80 |
2021-06-30 | $1.7M | 7.4k | 229.41 |
2021-03-31 | $1.6M | 7.4k | 220.88 |
2020-12-31 | $1.4M | 7.3k | 196.11 |
2020-09-30 | $1.2M | 7.8k | 149.85 |
2020-06-30 | $4.4M | 28k | 155.48 |
2020-03-31 | $4.6M | 30k | 153.08 |
2019-12-31 | $1.7M | 9.9k | 167.27 |
2019-09-30 | $2.7M | 18k | 151.35 |
2019-06-30 | $4.4M | 28k | 155.48 |
2019-03-31 | $4.6M | 30k | 153.08 |
2018-12-31 | $3.9M | 29k | 133.90 |
2018-09-30 | $3.5M | 21k | 168.57 |
2018-06-30 | $3.1M | 19k | 163.79 |
2018-03-31 | $1.8M | 12k | 151.85 |
2017-12-31 | $1.8M | 12k | 152.50 |
2017-09-30 | $1.6M | 11k | 148.22 |
2017-06-30 | $1.3M | 9.0k | 140.89 |
2017-03-31 | $1.1M | 8.3k | 137.47 |
2016-12-31 | $1.1M | 8.4k | 134.82 |
2016-09-30 | $1.0M | 8.3k | 124.16 |
2016-06-30 | $1.1M | 9.1k | 114.94 |
2016-03-31 | $801k | 7.2k | 110.57 |
2015-12-31 | $714k | 6.3k | 112.55 |
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