iShares Russell 2000 Index shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude 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 Latitude Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Latitude Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $509k | 2.3k | 220.93 |
2024-06-30 | $385k | 1.9k | 202.85 |
2024-03-31 | $414k | 2.0k | 210.25 |
2023-12-31 | $414k | 2.1k | 200.75 |
2023-09-30 | $411k | 2.3k | 176.71 |
2023-06-30 | $428k | 2.3k | 187.24 |
2023-03-31 | $421k | 2.4k | 178.42 |
2022-12-31 | $395k | 2.3k | 174.32 |
2022-09-30 | $396k | 2.4k | 165.07 |
2022-06-30 | $236k | 1.4k | 169.66 |
2022-03-31 | $937k | 4.6k | 205.21 |
2021-12-31 | $883k | 4.0k | 222.42 |
2021-09-30 | $1.0M | 4.6k | 218.87 |
2021-06-30 | $3.5M | 15k | 229.37 |
2021-03-31 | $7.3M | 33k | 221.86 |
2020-12-31 | $2.4M | 12k | 196.05 |