iShares Russell 2000 Index shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Midland Wealth 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 Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 2.3k | 241.96 |
| 2025-06-30 | $627k | 2.9k | 215.79 |
| 2025-03-31 | $1.0M | 5.1k | 199.49 |
| 2024-12-31 | $1.3M | 5.7k | 220.96 |
| 2024-09-30 | $1.7M | 7.7k | 220.89 |
| 2024-06-30 | $2.5M | 12k | 202.89 |
| 2024-03-31 | $2.7M | 13k | 210.30 |
| 2023-12-31 | $3.6M | 18k | 200.71 |