iShares Russell 2000 Index shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 268k | 241.96 |
| 2025-06-30 | $43M | 201k | 215.79 |
| 2025-03-31 | $36M | 182k | 199.49 |
| 2024-12-31 | $45M | 203k | 220.96 |
| 2024-09-30 | $50M | 228k | 220.89 |
| 2024-06-30 | $45M | 240k | 186.13 |
| 2024-03-31 | $45M | 215k | 210.30 |
| 2023-12-31 | $31M | 155k | 200.71 |
| 2023-09-30 | $28M | 156k | 176.74 |
| 2023-06-30 | $32M | 173k | 187.27 |
| 2023-03-31 | $28M | 155k | 178.40 |
| 2022-12-31 | $31M | 177k | 174.36 |
| 2022-09-30 | $30M | 183k | 164.92 |
| 2022-06-30 | $27M | 157k | 169.36 |
| 2022-03-31 | $30M | 145k | 205.27 |
| 2021-12-31 | $35M | 158k | 222.45 |
| 2021-09-30 | $36M | 164k | 218.75 |
| 2021-06-30 | $37M | 160k | 229.37 |
| 2021-03-31 | $33M | 151k | 220.94 |
| 2020-12-31 | $34M | 173k | 196.41 |
| 2020-09-30 | $16M | 108k | 149.72 |