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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares Russell 2000 Index by Intercontinental Wealth Advisors

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