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iShares Russell 2000 Index shares owned by Second Half Financial Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Second Half Financial Partners from 13F filings

Historical chart of Second Half Financial Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Second Half Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 14k 241.96
2025-06-30 $3.0M 14k 215.79
2025-03-31 $2.5M 12k 199.49
2024-12-31 $2.5M 11k 220.96
2024-09-30 $2.6M 12k 220.89
2022-06-30 $735k 3.3k 221.05
2022-03-31 $735k 3.3k 221.05