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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All positions including iShares Russell 2000 Index held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
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