iShares Russell 2000 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 4.3k | 246.14 |
| 2025-09-30 | $1.0M | 4.2k | 241.96 |
| 2025-06-30 | $1.0M | 4.7k | 215.78 |
| 2025-03-31 | $1.0M | 5.1k | 199.50 |
| 2024-12-31 | $1.1M | 5.1k | 220.96 |
| 2024-09-30 | $1.1M | 5.1k | 220.90 |
| 2024-06-30 | $1.0M | 5.1k | 202.90 |
| 2024-03-31 | $1.1M | 5.1k | 210.29 |
| 2023-12-31 | $1.0M | 5.1k | 200.69 |
| 2023-09-30 | $846k | 4.8k | 176.73 |
| 2023-06-30 | $852k | 4.8k | 178.40 |
| 2023-03-31 | $852k | 4.8k | 178.40 |
| 2022-12-31 | $1.2M | 6.8k | 174.36 |
| 2022-09-30 | $1.1M | 6.5k | 169.27 |
| 2022-06-30 | $1.1M | 6.4k | 168.30 |
| 2022-03-31 | $906k | 4.4k | 205.21 |
| 2021-12-31 | $875k | 3.9k | 224.59 |
| 2021-09-30 | $805k | 3.7k | 218.87 |
| 2021-06-30 | $913k | 4.0k | 229.45 |
| 2021-03-31 | $859k | 3.9k | 221.91 |
| 2020-12-31 | $729k | 3.7k | 195.92 |