iShares Russell 2000 Index shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50M | 224k | 220.89 |
| 2024-03-31 | $44M | 210k | 210.30 |
| 2023-12-31 | $40M | 197k | 200.71 |
| 2023-09-30 | $32M | 180k | 176.74 |
| 2023-06-30 | $32M | 173k | 187.27 |
| 2023-03-31 | $30M | 166k | 178.40 |
| 2022-12-31 | $27M | 154k | 174.36 |
| 2022-09-30 | $23M | 137k | 164.92 |
| 2022-06-30 | $21M | 123k | 169.36 |
| 2022-03-31 | $24M | 115k | 205.27 |
| 2021-12-31 | $22M | 100k | 222.45 |
| 2021-09-30 | $19M | 88k | 218.75 |
| 2021-06-30 | $19M | 83k | 229.37 |
| 2021-03-31 | $18M | 81k | 220.94 |
| 2020-12-31 | $15M | 77k | 196.06 |
| 2020-09-30 | $11M | 72k | 149.78 |
| 2020-06-30 | $9.6M | 67k | 143.17 |
| 2020-03-31 | $6.7M | 58k | 114.45 |
| 2019-12-31 | $590k | 3.6k | 165.64 |
| 2019-09-30 | $528k | 3.5k | 151.42 |
| 2019-06-30 | $446k | 2.9k | 155.56 |
| 2019-03-31 | $517k | 3.4k | 153.19 |
| 2018-12-31 | $474k | 3.5k | 133.94 |
| 2018-09-30 | $543k | 3.2k | 168.42 |
| 2018-06-30 | $519k | 3.2k | 163.83 |
| 2018-03-31 | $481k | 3.2k | 151.83 |
| 2017-12-31 | $425k | 2.8k | 152.33 |
| 2017-09-30 | $430k | 2.9k | 148.02 |
| 2017-06-30 | $414k | 2.9k | 140.91 |
| 2017-03-31 | $408k | 3.0k | 137.47 |
| 2016-12-31 | $374k | 2.8k | 134.87 |
| 2016-09-30 | $237k | 1.9k | 124.08 |
| 2016-06-30 | $218k | 1.9k | 114.80 |