iShares Russell 2000 Index shares owned by Private Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Private Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $37M | 169k | 220.89 |
| 2023-09-30 | $1.7M | 9.9k | 176.74 |
| 2023-06-30 | $1.7M | 9.0k | 187.27 |
| 2023-03-31 | $367k | 2.1k | 178.40 |
| 2019-12-31 | $5.7M | 34k | 165.67 |
| 2019-09-30 | $5.0M | 33k | 151.34 |
| 2019-06-30 | $4.7M | 31k | 155.51 |
| 2019-03-31 | $3.3M | 25k | 133.88 |
| 2018-12-31 | $3.3M | 25k | 133.88 |
| 2018-09-30 | $4.6M | 29k | 157.96 |
| 2018-06-30 | $2.9M | 18k | 163.76 |