iShares Russell 2000 Index shares owned by RFG Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by RFG Advisory
from 13F filings
Historical chart of RFG Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $5.7M | 19k | 300.45 |
| 2026-03-31 | $1.3M | 5.4k | 248.02 |
| 2025-12-31 | $1.5M | 6.0k | 246.16 |
| 2025-09-30 | $1.4M | 5.7k | 241.98 |
| 2025-06-30 | $1.5M | 7.1k | 215.79 |
| 2025-03-31 | $2.1M | 10k | 199.48 |
| 2024-12-31 | $2.6M | 12k | 220.95 |
| 2024-09-30 | $2.1M | 9.6k | 220.88 |
| 2024-06-30 | $1.9M | 9.2k | 202.89 |
| 2024-03-31 | $1.8M | 8.7k | 210.31 |
| 2023-12-31 | $1.8M | 9.0k | 200.71 |
| 2023-09-30 | $981k | 5.6k | 176.73 |
| 2023-06-30 | $1.0M | 5.4k | 187.26 |
| 2023-03-31 | $1.1M | 6.0k | 178.41 |
| 2022-12-31 | $888k | 4.5k | 196.98 |
| 2022-09-30 | $794k | 4.4k | 179.64 |
| 2022-06-30 | $880k | 4.6k | 190.77 |
| 2022-03-31 | $676k | 3.3k | 205.41 |
| 2021-12-31 | $979k | 4.4k | 222.59 |
| 2021-09-30 | $295k | 1.4k | 218.52 |
| 2021-06-30 | $330k | 1.4k | 229.49 |
| 2021-03-31 | $206k | 934 | 220.56 |
| 2020-12-31 | $252k | 1.2k | 207.75 |
| 2020-09-30 | $247k | 1.7k | 149.70 |
| 2020-03-31 | $202k | 1.8k | 114.71 |
| 2019-12-31 | $384k | 2.3k | 165.59 |
| 2019-09-30 | $363k | 2.4k | 151.50 |
| 2019-06-30 | $373k | 2.4k | 155.61 |
| 2018-09-30 | $1.1M | 6.8k | 168.61 |
| 2018-03-31 | $247k | 1.6k | 151.91 |
| 2017-06-30 | $755k | 5.4k | 139.94 |
| 2017-03-31 | $394k | 2.9k | 134.33 |
| 2016-12-31 | $816k | 6.6k | 123.19 |
| 2015-06-30 | $2.8M | 22k | 124.85 |