iShares Russell 2000 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 1.7k | 241.94 |
| 2025-06-30 | $402k | 1.9k | 215.77 |
| 2025-03-31 | $450k | 2.3k | 199.47 |
| 2024-12-31 | $494k | 2.2k | 220.93 |
| 2024-09-30 | $494k | 2.2k | 220.86 |
| 2024-06-30 | $453k | 2.2k | 202.85 |
| 2024-03-31 | $474k | 2.3k | 210.26 |
| 2023-12-31 | $468k | 2.3k | 200.67 |
| 2023-09-30 | $468k | 2.6k | 177.59 |
| 2023-06-30 | $495k | 2.6k | 187.29 |
| 2023-03-31 | $468k | 2.6k | 178.42 |
| 2022-12-31 | $458k | 2.6k | 174.38 |
| 2022-09-30 | $477k | 2.9k | 164.82 |
| 2022-06-30 | $470k | 2.8k | 169.13 |
| 2022-03-31 | $527k | 2.6k | 205.22 |
| 2021-12-31 | $542k | 2.4k | 222.59 |
| 2021-09-30 | $559k | 2.5k | 219.39 |
| 2021-06-30 | $588k | 2.6k | 229.33 |
| 2021-03-31 | $603k | 2.7k | 220.96 |
| 2020-12-31 | $614k | 3.1k | 196.04 |