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
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Quarterly reported holdings in iShares Russell 2000 Index by Latitude Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $372k | 1.5k | 246.21 |
| 2025-09-30 | $414k | 1.7k | 241.95 |
| 2025-06-30 | $374k | 1.7k | 215.79 |
| 2025-03-31 | $346k | 1.7k | 199.47 |
| 2024-12-31 | $513k | 2.3k | 221.00 |
| 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 |