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iShares Russell 2000 Index shares owned by One Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth 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 One Wealth 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 One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $301k 1.4k 220.96
2022-12-31 $219k 1.3k 174.36
2019-03-31 $2.0k 10 200.00
2018-12-31 $1.5M 12k 133.92
2018-09-30 $2.0k 10 200.00
2018-06-30 $2.0k 10 200.00
2018-03-31 $2.0k 10 200.00
2017-12-31 $2.0k 10 200.00