iShares Russell 2000 Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 204k | 241.96 |
| 2025-06-30 | $42M | 192k | 215.79 |
| 2025-03-31 | $38M | 188k | 199.49 |
| 2024-12-31 | $41M | 184k | 220.96 |
| 2024-09-30 | $40M | 183k | 220.89 |
| 2024-06-30 | $46M | 228k | 202.92 |
| 2024-03-31 | $39M | 186k | 210.27 |
| 2023-12-31 | $39M | 193k | 200.69 |
| 2023-09-30 | $809M | 4.6M | 176.57 |
| 2023-06-30 | $34M | 180k | 189.94 |
| 2023-03-31 | $32M | 178k | 178.40 |
| 2022-12-31 | $7.1M | 180k | 39.54 |
| 2022-09-30 | $30M | 179k | 164.92 |
| 2022-06-30 | $36M | 210k | 169.36 |
| 2022-03-31 | $41M | 184k | 222.45 |
| 2021-12-31 | $41M | 184k | 222.45 |
| 2021-09-30 | $51M | 233k | 218.75 |
| 2021-06-30 | $59M | 258k | 229.37 |
| 2021-03-31 | $47M | 213k | 220.94 |
| 2020-12-31 | $39M | 196k | 196.06 |
| 2020-09-30 | $32M | 216k | 147.56 |
| 2020-06-30 | $32M | 220k | 143.18 |
| 2020-03-31 | $24M | 212k | 114.46 |
| 2019-12-31 | $44M | 263k | 165.67 |
| 2019-09-30 | $44M | 286k | 152.00 |
| 2019-06-30 | $34M | 219k | 155.50 |
| 2019-03-31 | $39M | 255k | 153.15 |
| 2018-12-31 | $33M | 240k | 137.67 |
| 2018-09-30 | $44M | 258k | 168.55 |
| 2018-06-30 | $20M | 123k | 164.83 |
| 2018-03-31 | $9.6M | 64k | 151.83 |
| 2017-12-31 | $14M | 88k | 154.85 |
| 2017-09-30 | $22M | 149k | 149.38 |
| 2017-06-30 | $18M | 131k | 139.89 |
| 2017-03-31 | $15M | 191k | 76.17 |
| 2016-12-31 | $16M | 117k | 136.33 |
| 2016-09-30 | $11M | 86k | 123.26 |
| 2016-06-30 | $12M | 100k | 116.31 |
| 2016-03-31 | $9.1M | 80k | 113.64 |
| 2015-12-31 | $12M | 103k | 112.62 |
| 2015-09-30 | $10M | 92k | 109.18 |
| 2015-06-30 | $12M | 95k | 124.84 |
| 2015-03-31 | $11M | 87k | 124.37 |
| 2014-12-31 | $8.0M | 67k | 119.62 |
| 2014-09-30 | $7.5M | 69k | 109.36 |
| 2014-06-30 | $314k | 52k | 6.00 |
| 2014-03-31 | $5.9M | 51k | 116.34 |
| 2013-12-31 | $4.3M | 38k | 115.37 |