iShares Russell 2000 Index shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Palo Alto 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 Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $466k | 2.1k | 222.13 |
| 2024-06-30 | $424k | 2.1k | 202.90 |
| 2024-03-31 | $438k | 2.1k | 210.33 |
| 2023-12-31 | $417k | 2.1k | 200.71 |
| 2023-09-30 | $369k | 2.1k | 177.57 |
| 2023-06-30 | $444k | 2.4k | 187.27 |
| 2023-03-31 | $423k | 2.4k | 178.40 |
| 2022-12-31 | $413k | 2.4k | 174.36 |