iShares Russell 2000 Index shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth 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 Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 20k | 241.96 |
| 2025-06-30 | $2.3M | 11k | 215.79 |
| 2025-03-31 | $3.4M | 17k | 199.49 |
| 2024-12-31 | $4.6M | 21k | 220.96 |