iShares Russell 2000 Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 21k | 220.89 |
| 2024-06-30 | $4.3M | 21k | 202.89 |
| 2024-03-31 | $4.3M | 21k | 210.30 |
| 2023-09-30 | $3.7M | 21k | 176.74 |
| 2023-06-30 | $3.9M | 21k | 187.27 |
| 2023-03-31 | $4.4M | 24k | 178.40 |
| 2022-12-31 | $6.2M | 35k | 174.36 |
| 2022-09-30 | $4.4M | 27k | 164.93 |
| 2022-06-30 | $4.4M | 26k | 169.38 |
| 2022-03-31 | $5.8M | 28k | 205.26 |
| 2021-12-31 | $7.5M | 34k | 222.38 |
| 2021-09-30 | $5.5M | 25k | 218.73 |
| 2021-06-30 | $5.7M | 25k | 229.39 |
| 2021-03-31 | $5.3M | 24k | 220.96 |
| 2020-12-31 | $4.4M | 23k | 196.07 |
| 2020-09-30 | $3.4M | 23k | 149.77 |
| 2020-06-30 | $3.3M | 23k | 143.20 |
| 2020-03-31 | $2.7M | 24k | 114.45 |
| 2019-12-31 | $7.6M | 47k | 160.53 |
| 2019-09-30 | $7.0M | 44k | 158.83 |
| 2019-06-30 | $7.0M | 47k | 149.32 |
| 2019-03-31 | $7.4M | 49k | 153.08 |
| 2018-12-31 | $7.5M | 50k | 151.09 |
| 2018-09-30 | $7.0M | 45k | 157.40 |
| 2018-06-30 | $7.6M | 47k | 163.76 |
| 2018-03-31 | $7.1M | 47k | 151.84 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors