iShares Russell 2000 Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 2.1k | 241.98 |
| 2025-06-30 | $474k | 2.2k | 215.75 |
| 2024-12-31 | $527k | 2.4k | 220.94 |
| 2024-09-30 | $542k | 2.5k | 220.85 |
| 2024-06-30 | $330k | 1.6k | 202.86 |
| 2024-03-31 | $302k | 1.4k | 210.27 |
| 2023-12-31 | $284k | 1.4k | 200.64 |
| 2023-09-30 | $250k | 1.4k | 176.71 |
| 2022-12-31 | $201k | 1.2k | 174.33 |
| 2021-03-31 | $1.1M | 5.1k | 220.96 |