iShares Russell 2000 Index shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial 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 Legend 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 Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1k | 23 | 220.87 |
| 2024-06-30 | $45k | 222 | 202.89 |
| 2024-03-31 | $47k | 222 | 210.30 |
| 2023-12-31 | $45k | 222 | 200.71 |
| 2023-09-30 | $39k | 222 | 176.74 |
| 2023-06-30 | $42k | 222 | 187.27 |
| 2023-03-31 | $40k | 222 | 178.40 |
| 2022-12-31 | $39k | 222 | 174.36 |
| 2022-09-30 | $37k | 222 | 164.92 |