iShares Russell 2000 Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 8.9k | 220.89 |
| 2024-06-30 | $1.6M | 7.9k | 202.89 |
| 2024-03-31 | $1.7M | 8.0k | 210.31 |
| 2023-12-31 | $1.5M | 7.4k | 200.70 |
| 2023-09-30 | $1.3M | 7.4k | 176.74 |
| 2023-06-30 | $1.4M | 7.3k | 187.28 |
| 2023-03-31 | $1.3M | 7.3k | 178.39 |
| 2022-12-31 | $1.2M | 6.8k | 174.36 |
| 2022-09-30 | $1.1M | 6.9k | 164.91 |
| 2022-06-30 | $1.2M | 7.0k | 169.42 |
| 2022-03-31 | $1.4M | 6.8k | 205.26 |
| 2021-12-31 | $1.5M | 6.7k | 222.40 |
| 2021-09-30 | $1.5M | 6.6k | 218.77 |
| 2021-06-30 | $1.6M | 6.9k | 229.31 |
| 2021-03-31 | $1.5M | 6.7k | 220.90 |
| 2020-12-31 | $1.3M | 6.5k | 196.08 |
| 2020-09-30 | $909k | 6.1k | 149.73 |
| 2020-06-30 | $863k | 6.0k | 143.21 |
| 2020-03-31 | $659k | 5.8k | 114.45 |
| 2019-12-31 | $1.4M | 8.4k | 165.68 |
| 2019-09-30 | $1.3M | 8.7k | 151.33 |
| 2019-06-30 | $1.3M | 8.3k | 155.45 |
| 2019-03-31 | $1.4M | 9.4k | 153.13 |
| 2018-12-31 | $1.6M | 12k | 133.89 |
| 2018-09-30 | $2.0M | 12k | 168.57 |
| 2018-06-30 | $2.1M | 13k | 163.76 |
| 2018-03-31 | $1.9M | 12k | 151.81 |
| 2017-12-31 | $1.7M | 11k | 152.49 |
| 2017-09-30 | $1.6M | 11k | 148.15 |
| 2017-06-30 | $1.5M | 11k | 140.93 |
| 2017-03-31 | $1.4M | 10k | 137.45 |
| 2016-12-31 | $1.2M | 8.9k | 134.87 |
| 2016-09-30 | $301k | 2.4k | 124.12 |
| 2016-06-30 | $235k | 2.0k | 114.91 |
| 2016-03-31 | $220k | 2.0k | 110.78 |
| 2015-12-31 | $224k | 2.0k | 112.85 |
| 2015-09-30 | $284k | 2.6k | 109.31 |
| 2015-03-31 | $235k | 1.9k | 122.09 |
| 2014-12-31 | $230k | 1.9k | 119.36 |
| 2014-09-30 | $162k | 1.4k | 116.28 |
| 2014-06-30 | $107k | 921 | 116.18 |
| 2014-03-31 | $107k | 921 | 116.18 |
| 2013-12-31 | $106k | 921 | 115.09 |
| 2013-09-30 | $217k | 2.0k | 106.84 |
More positions owned by Optimum Investment Advisors
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