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iShares Russell 2000 Index shares owned by RPg Family Wealth Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by RPg Family Wealth Advisory from 13F filings

Historical chart of RPg Family Wealth Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by RPg Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by RPg Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $938k 3.9k 242.00
2024-09-30 $31k 142 220.89
2023-06-30 $379k 2.0k 187.27
2023-03-31 $595k 3.3k 178.40
2022-12-31 $927k 5.3k 174.36
2022-09-30 $255k 1.4k 183.32
2022-03-31 $44k 212 205.27
2021-12-31 $47k 212 222.45
2021-09-30 $46k 212 218.75
2021-06-30 $49k 212 229.37
2020-12-31 $64k 327 196.06
2020-09-30 $49k 327 149.79
2020-06-30 $47k 327 143.18
2020-03-31 $49k 432 114.46
2019-12-31 $969k 5.8k 165.67
2019-09-30 $824k 5.4k 151.34
2019-06-30 $1.5M 9.6k 155.50
2019-03-31 $1.4M 8.9k 153.09
2018-12-31 $923k 6.9k 133.90
2018-09-30 $1.1M 6.7k 168.55
2018-06-30 $835k 5.1k 163.77
2018-03-31 $700k 4.6k 151.83
2017-12-31 $548k 3.6k 152.46
2017-09-30 $160k 1.1k 148.18
2017-06-30 $22k 155 140.92