iShares Russell 2000 Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $957k | 4.3k | 220.89 |
| 2024-06-30 | $892k | 4.4k | 202.91 |
| 2024-03-31 | $922k | 4.4k | 210.29 |
| 2023-12-31 | $888k | 4.4k | 200.71 |
| 2023-09-30 | $775k | 4.4k | 176.74 |
| 2023-06-30 | $822k | 4.4k | 187.27 |
| 2023-03-31 | $781k | 4.4k | 178.41 |
| 2022-12-31 | $769k | 4.4k | 174.34 |
| 2022-09-30 | $721k | 4.4k | 164.92 |
| 2022-06-30 | $752k | 4.4k | 169.45 |
| 2022-03-31 | $962k | 4.7k | 205.20 |
| 2021-12-31 | $1.0M | 4.7k | 222.48 |
| 2021-09-30 | $1.0M | 4.7k | 218.78 |
| 2021-06-30 | $1.1M | 4.7k | 229.46 |
| 2021-03-31 | $1.0M | 4.6k | 220.88 |
| 2020-12-31 | $1.2M | 6.0k | 196.02 |
| 2020-09-30 | $945k | 6.3k | 149.83 |
| 2020-06-30 | $997k | 7.0k | 143.23 |
| 2020-03-31 | $712k | 6.2k | 114.43 |
| 2019-12-31 | $965k | 5.8k | 165.72 |
| 2019-09-30 | $873k | 5.8k | 151.33 |
| 2019-06-30 | $892k | 5.7k | 155.45 |
| 2019-03-31 | $844k | 5.5k | 153.04 |
| 2018-12-31 | $329k | 2.5k | 133.74 |