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iShares Russell 2000 Index shares owned by Paces Ferry Wealth Advisors

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

Historical chart of Paces Ferry 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 Paces Ferry 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 Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 10k 200.70
2023-09-30 $1.8M 10k 176.74
2023-06-30 $2.1M 11k 187.27
2023-03-31 $2.0M 11k 178.40
2022-12-31 $2.3M 13k 174.36
2022-09-30 $2.0M 12k 164.96
2022-06-30 $2.0M 12k 169.36
2022-03-31 $2.4M 12k 205.24
2021-12-31 $2.7M 12k 222.49
2021-09-30 $2.7M 12k 218.73
2021-06-30 $2.8M 12k 229.36
2021-03-31 $2.8M 13k 220.97
2020-12-31 $2.5M 13k 196.09
2020-09-30 $2.0M 13k 149.76