iShares Russell 2000 Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $947k | 4.3k | 220.88 |
| 2024-06-30 | $868k | 4.3k | 202.87 |
| 2024-03-31 | $943k | 4.5k | 210.32 |
| 2023-12-31 | $873k | 4.3k | 200.72 |
| 2023-09-30 | $712k | 4.0k | 176.74 |
| 2023-06-30 | $788k | 4.2k | 187.28 |
| 2023-03-31 | $590k | 3.3k | 178.42 |
| 2022-12-31 | $576k | 3.3k | 174.38 |
| 2022-09-30 | $375k | 2.3k | 164.91 |
| 2022-06-30 | $385k | 2.3k | 169.31 |
| 2022-03-31 | $466k | 2.3k | 205.02 |
| 2021-12-31 | $506k | 2.3k | 222.61 |
| 2021-09-30 | $523k | 2.4k | 218.46 |
| 2021-06-30 | $524k | 2.3k | 229.22 |
| 2021-03-31 | $528k | 2.4k | 220.64 |
| 2020-12-31 | $542k | 2.4k | 226.87 |