iShares Russell 2000 Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment 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 Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Powell Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 5.2k | 210.31 |
2023-12-31 | $1.0M | 5.2k | 200.73 |
2023-09-30 | $917k | 5.2k | 177.55 |
2023-06-30 | $967k | 5.2k | 187.25 |
2023-03-31 | $1.0M | 5.8k | 178.41 |
2022-12-31 | $898k | 5.2k | 174.35 |
2022-09-30 | $632k | 3.8k | 164.88 |
2022-06-30 | $700k | 4.1k | 169.37 |
2022-03-31 | $466k | 2.3k | 205.11 |
2021-12-31 | $428k | 1.9k | 222.45 |
2021-09-30 | $244k | 1.1k | 218.64 |
2021-06-30 | $441k | 1.9k | 229.21 |
2021-03-31 | $425k | 1.9k | 220.89 |
2020-12-31 | $504k | 2.6k | 196.03 |
2020-09-30 | $271k | 1.8k | 149.89 |
2020-06-30 | $190k | 1.3k | 143.29 |
2020-03-31 | $154k | 1.3k | 114.41 |
2019-12-31 | $250k | 1.5k | 165.67 |
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