iShares Russell 2000 Index shares owned by Mayfair Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mayfair Advisory Group
from 13F filings
Historical chart of Mayfair Advisory Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Mayfair Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Mayfair Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 2.0k | 241.96 |
| 2025-06-30 | $438k | 2.0k | 220.32 |
| 2025-03-31 | $400k | 2.0k | 199.49 |
| 2024-12-31 | $442k | 2.0k | 220.96 |
| 2024-06-30 | $427k | 2.0k | 213.14 |
| 2024-03-31 | $421k | 2.0k | 210.30 |
| 2023-12-31 | $245k | 1.2k | 199.52 |
| 2023-09-30 | $216k | 1.2k | 175.97 |
| 2023-06-30 | $228k | 1.2k | 184.74 |
| 2023-03-31 | $218k | 1.2k | 176.53 |
| 2022-12-31 | $217k | 1.2k | 177.90 |
| 2022-09-30 | $206k | 1.2k | 169.13 |
| 2022-06-30 | $232k | 1.2k | 187.40 |
| 2022-03-31 | $257k | 1.2k | 207.59 |
| 2021-12-31 | $269k | 1.2k | 217.29 |
| 2021-09-30 | $308k | 1.4k | 220.31 |
| 2021-06-30 | $416k | 1.8k | 229.45 |
| 2021-03-31 | $271k | 1.2k | 223.60 |
| 2020-12-31 | $238k | 1.2k | 196.37 |
| 2019-12-31 | $201k | 1.2k | 165.84 |