iShares Russell 2000 Index shares owned by MONECO Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 8.2k | 241.95 |
| 2025-06-30 | $1.9M | 8.7k | 215.79 |
| 2025-03-31 | $1.8M | 9.1k | 199.49 |
| 2024-12-31 | $2.1M | 9.3k | 220.95 |
| 2024-09-30 | $1.7M | 7.7k | 220.88 |
| 2024-06-30 | $1.6M | 7.9k | 202.89 |
| 2024-03-31 | $1.7M | 8.1k | 210.30 |
| 2023-12-31 | $1.7M | 8.6k | 200.72 |
| 2023-09-30 | $1.6M | 9.0k | 176.74 |
| 2023-06-30 | $1.8M | 9.4k | 187.27 |
| 2023-03-31 | $1.9M | 11k | 178.41 |
| 2022-12-31 | $2.0M | 12k | 174.36 |
| 2022-09-30 | $1.9M | 12k | 164.91 |
| 2022-06-30 | $2.1M | 13k | 169.38 |
| 2022-03-31 | $2.2M | 11k | 205.24 |
| 2021-12-31 | $2.2M | 11k | 197.54 |
| 2021-09-30 | $2.4M | 11k | 218.78 |
| 2021-06-30 | $1.9M | 8.2k | 229.36 |
| 2021-03-31 | $1.5M | 6.6k | 220.95 |
| 2020-12-31 | $1.1M | 5.1k | 209.65 |
| 2020-03-31 | $396k | 3.5k | 114.48 |
| 2019-12-31 | $2.0M | 12k | 169.04 |
| 2019-09-30 | $1.9M | 13k | 151.36 |
| 2019-06-30 | $2.0M | 13k | 155.48 |
| 2019-03-31 | $1.9M | 13k | 153.11 |
| 2018-12-31 | $1.4M | 11k | 133.86 |