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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Morling 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
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