iShares Russell 2000 Index shares owned by IPG Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by IPG Investment Advisors
from 13F filings
Historical chart of IPG Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by IPG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.1k | 241.96 |
| 2025-06-30 | $2.3M | 11k | 215.79 |
| 2025-03-31 | $1.4M | 7.2k | 199.49 |
| 2024-12-31 | $2.4M | 11k | 220.96 |
| 2024-09-30 | $2.1M | 9.7k | 220.89 |
| 2024-06-30 | $213k | 1.1k | 202.89 |
| 2024-03-31 | $1.6M | 7.8k | 210.30 |
| 2023-12-31 | $2.9M | 15k | 200.71 |
| 2023-09-30 | $650k | 3.7k | 176.74 |
| 2022-03-31 | $211k | 1.0k | 204.85 |
| 2021-12-31 | $1.5M | 6.8k | 222.55 |
| 2021-03-31 | $371k | 1.7k | 220.94 |
| 2017-12-31 | $285k | 1.9k | 152.46 |
| 2017-09-30 | $340k | 2.3k | 148.18 |
| 2017-03-31 | $585k | 4.3k | 137.48 |