iShares Russell 2000 Index shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 5.1k | 210.31 |
| 2023-12-31 | $1.0M | 5.0k | 200.70 |
| 2023-09-30 | $881k | 5.0k | 176.76 |
| 2023-06-30 | $932k | 5.0k | 187.27 |
| 2023-03-31 | $852k | 4.8k | 178.41 |
| 2022-12-31 | $842k | 4.8k | 174.36 |
| 2022-09-30 | $790k | 4.8k | 164.96 |
| 2022-06-30 | $809k | 4.8k | 169.32 |
| 2022-03-31 | $1.8M | 9.0k | 205.29 |
| 2021-12-31 | $1.9M | 8.3k | 222.44 |