iShares Russell 2000 Index shares owned by KC Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment 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 KC Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $518k | 2.1k | 249.43 |
| 2025-06-30 | $442k | 2.0k | 215.79 |
| 2024-03-31 | $298k | 1.4k | 210.30 |
| 2023-12-31 | $281k | 1.4k | 200.71 |
| 2023-09-30 | $322k | 1.8k | 176.74 |
| 2023-06-30 | $262k | 1.4k | 187.27 |
| 2022-09-30 | $293k | 1.8k | 165.16 |
| 2022-06-30 | $304k | 1.8k | 169.55 |
| 2022-03-31 | $1.5M | 7.1k | 205.24 |
| 2021-12-31 | $1.6M | 7.4k | 218.75 |
| 2021-09-30 | $1.6M | 7.4k | 218.75 |
| 2021-06-30 | $1.6M | 7.1k | 229.36 |
| 2021-03-31 | $364k | 1.6k | 220.87 |