iShares Russell 2000 Index shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 1.6k | 242.10 |
| 2025-06-30 | $350k | 1.6k | 215.87 |
| 2025-03-31 | $310k | 1.6k | 199.56 |
| 2024-12-31 | $325k | 1.5k | 221.05 |
| 2024-09-30 | $325k | 1.5k | 220.97 |
| 2024-06-30 | $298k | 1.5k | 202.94 |
| 2024-03-31 | $302k | 1.4k | 210.28 |
| 2022-09-30 | $208k | 1.3k | 164.17 |
| 2022-06-30 | $217k | 1.3k | 168.87 |
| 2022-03-31 | $219k | 985 | 222.34 |
| 2021-12-31 | $219k | 985 | 222.34 |
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