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iShares Russell 2000 Index shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Landmark Financial 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 Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $320k 1.8k 176.74
2023-06-30 $339k 1.8k 187.27
2023-03-31 $341k 1.9k 178.40
2022-12-31 $337k 1.9k 174.36
2022-09-30 $332k 2.0k 164.93
2022-06-30 $336k 2.0k 169.61
2022-03-31 $374k 1.9k 193.68
2021-12-31 $457k 2.1k 222.28
2021-09-30 $488k 2.2k 221.11
2021-06-30 $506k 2.2k 229.27
2021-03-31 $488k 2.2k 221.11
2020-12-31 $469k 2.3k 207.71
2020-09-30 $434k 2.8k 157.13
2020-06-30 $454k 3.2k 143.44
2020-03-31 $432k 3.5k 122.94
2019-12-31 $591k 3.5k 167.42
2019-09-30 $817k 5.4k 151.16
2019-06-30 $948k 6.1k 155.49
2019-03-31 $950k 6.2k 152.93
2018-12-31 $913k 6.8k 133.79
2018-09-30 $1.1M 6.7k 168.40
2018-06-30 $1.4M 8.8k 163.70
2018-03-31 $1.7M 12k 151.86
2017-12-31 $2.6M 17k 152.41
2017-09-30 $3.2M 22k 148.18
2017-06-30 $3.1M 22k 140.91
2017-03-31 $3.0M 22k 137.50
2016-12-31 $3.0M 22k 134.85
2016-09-30 $2.9M 23k 124.20
2016-06-30 $2.8M 24k 114.95
2016-03-31 $2.8M 26k 110.62
2015-12-31 $3.1M 27k 112.62
2015-09-30 $3.1M 29k 109.19
2015-06-30 $3.7M 29k 124.85
2015-03-31 $3.7M 30k 124.37
2014-12-31 $4.0M 34k 119.61

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Flexshares Tr Flexshares Ultra (RAVI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Us Bancorp Del Com New (USB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index