iShares Russell 2000 Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise 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 Rise Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $439k | 2.0k | 220.87 |
| 2024-06-30 | $380k | 1.9k | 202.90 |
| 2024-03-31 | $396k | 1.9k | 210.29 |
| 2023-12-31 | $376k | 1.9k | 200.70 |
| 2023-09-30 | $320k | 1.8k | 176.73 |
| 2023-06-30 | $314k | 1.7k | 187.32 |
| 2023-03-31 | $291k | 1.6k | 178.37 |
| 2022-12-31 | $286k | 1.6k | 174.38 |
| 2022-09-30 | $264k | 1.6k | 164.90 |
| 2022-06-30 | $278k | 1.6k | 169.10 |
| 2022-03-31 | $331k | 1.6k | 205.08 |
| 2021-12-31 | $339k | 1.5k | 222.43 |