iShares Russell 2000 Index shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115k | 475 | 241.96 |
| 2025-06-30 | $118k | 547 | 215.79 |
| 2025-03-31 | $222k | 1.1k | 199.49 |
| 2024-12-31 | $105k | 475 | 220.96 |
| 2024-09-30 | $70k | 318 | 220.89 |
| 2024-06-30 | $65k | 318 | 202.89 |
| 2024-03-31 | $58k | 275 | 210.30 |
| 2023-12-31 | $55k | 275 | 200.71 |
| 2023-09-30 | $49k | 275 | 176.74 |
| 2023-06-30 | $52k | 275 | 187.27 |
| 2023-03-31 | $49k | 275 | 178.40 |
| 2022-12-31 | $48k | 275 | 174.36 |
| 2022-09-30 | $45k | 275 | 163.64 |
| 2022-06-30 | $47k | 275 | 170.91 |
| 2022-03-31 | $56k | 275 | 203.64 |
| 2021-12-31 | $61k | 275 | 221.82 |
More positions owned by Morling Financial Advisors
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