iShares Russell 2000 Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 64k | 241.96 |
| 2025-06-30 | $14M | 65k | 215.79 |
| 2025-03-31 | $13M | 65k | 199.49 |
| 2024-12-31 | $15M | 69k | 220.96 |
| 2024-09-30 | $16M | 70k | 220.89 |
| 2024-06-30 | $14M | 70k | 202.89 |
| 2024-03-31 | $15M | 71k | 210.30 |
| 2023-12-31 | $15M | 72k | 200.71 |
| 2023-09-30 | $13M | 72k | 176.74 |
| 2023-06-30 | $14M | 72k | 187.27 |
| 2023-03-31 | $13M | 71k | 178.40 |
| 2022-12-31 | $12M | 70k | 174.36 |
| 2022-09-30 | $12M | 70k | 164.91 |
| 2022-06-30 | $12M | 70k | 169.36 |
| 2022-03-31 | $13M | 63k | 205.28 |
| 2021-12-31 | $14M | 61k | 222.45 |