iShares Russell 2000 Index shares owned by Pacific Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pacific Financial Group
from 13F filings
Historical chart of Pacific Financial Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Pacific Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Pacific Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 1.7k | 241.99 |
| 2025-06-30 | $379k | 1.8k | 215.74 |
| 2025-03-31 | $358k | 1.8k | 199.53 |
| 2024-12-31 | $1.4M | 6.4k | 220.96 |
| 2024-09-30 | $1.7M | 7.6k | 220.89 |
| 2024-06-30 | $1.7M | 8.4k | 202.90 |
| 2024-03-31 | $2.0M | 9.6k | 210.29 |
| 2023-12-31 | $402k | 2.0k | 200.74 |
| 2023-09-30 | $356k | 2.0k | 176.71 |
| 2023-06-30 | $380k | 2.0k | 187.28 |
| 2023-03-31 | $383k | 2.1k | 178.42 |
| 2022-12-31 | $388k | 2.2k | 174.34 |
| 2022-09-30 | $364k | 2.2k | 164.93 |
| 2022-06-30 | $391k | 2.3k | 169.26 |
| 2022-03-31 | $473k | 2.3k | 205.30 |
| 2021-12-31 | $501k | 2.3k | 217.64 |
| 2021-09-30 | $509k | 2.3k | 218.55 |
| 2021-06-30 | $573k | 2.5k | 229.48 |
| 2021-03-31 | $622k | 2.8k | 221.12 |
| 2020-12-31 | $621k | 3.2k | 196.21 |
| 2020-09-30 | $438k | 2.9k | 149.90 |
| 2011-03-31 | $1.7M | 20k | 84.17 |