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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |