iShares Russell 2000 Index shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca Financial 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 Seneca Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 8.6k | 246.16 |
| 2025-09-30 | $2.1M | 8.9k | 241.96 |
| 2025-06-30 | $1.9M | 8.8k | 215.78 |
| 2025-03-31 | $1.7M | 8.7k | 199.49 |
| 2024-12-31 | $1.9M | 8.7k | 220.97 |
| 2024-09-30 | $1.9M | 8.8k | 220.88 |
| 2024-06-30 | $1.8M | 8.9k | 202.90 |
| 2024-03-31 | $1.9M | 8.9k | 210.30 |
| 2023-12-31 | $1.8M | 8.9k | 200.71 |
| 2023-09-30 | $1.6M | 8.9k | 176.73 |
| 2023-06-30 | $1.7M | 9.0k | 187.26 |
| 2023-03-31 | $1.7M | 9.7k | 178.40 |
| 2022-12-31 | $1.7M | 9.9k | 174.36 |
| 2022-09-30 | $2.0M | 12k | 164.92 |
| 2022-06-30 | $2.1M | 13k | 169.36 |
| 2022-03-31 | $2.6M | 13k | 205.28 |
| 2021-12-31 | $2.9M | 13k | 222.45 |
| 2021-09-30 | $2.5M | 11k | 218.76 |
| 2021-06-30 | $2.6M | 11k | 229.38 |
| 2021-03-31 | $2.5M | 11k | 220.95 |
| 2020-12-31 | $2.4M | 12k | 196.06 |