iShares Russell 2000 Index shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 70 | 241.96 |
| 2025-06-30 | $15k | 70 | 215.79 |
| 2025-03-31 | $14k | 70 | 199.49 |
| 2024-12-31 | $16k | 70 | 220.96 |
| 2024-09-30 | $16k | 70 | 220.89 |
| 2024-06-30 | $14k | 70 | 202.89 |
| 2024-03-31 | $15k | 70 | 210.30 |
| 2023-12-31 | $14k | 70 | 200.71 |
| 2023-09-30 | $12k | 70 | 176.74 |
| 2023-06-30 | $13k | 70 | 178.40 |
| 2023-03-31 | $12k | 70 | 171.43 |
| 2022-12-31 | $12k | 70 | 171.43 |
| 2022-09-30 | $12k | 70 | 171.43 |
| 2022-06-30 | $12k | 70 | 171.43 |
| 2022-03-31 | $14k | 70 | 200.00 |
| 2021-12-31 | $16k | 70 | 228.57 |
| 2021-09-30 | $15k | 70 | 214.29 |
| 2021-06-30 | $16k | 70 | 228.57 |
| 2021-03-31 | $15k | 70 | 214.29 |
| 2020-12-31 | $14k | 70 | 200.00 |
| 2020-09-30 | $10k | 70 | 142.86 |
| 2020-06-30 | $10k | 70 | 142.86 |
| 2020-03-31 | $8.0k | 70 | 114.29 |
| 2019-12-31 | $12k | 70 | 171.43 |
| 2019-09-30 | $11k | 70 | 157.14 |
| 2019-06-30 | $11k | 70 | 157.14 |
| 2019-03-31 | $11k | 70 | 157.14 |
| 2018-12-31 | $9.0k | 70 | 128.57 |
| 2018-09-30 | $12k | 70 | 171.43 |
| 2018-06-30 | $11k | 70 | 157.14 |
| 2018-03-31 | $11k | 70 | 157.14 |