iShares Russell 2000 Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 8.2k | 86.18 |
| 2025-06-30 | $1.1M | 5.2k | 215.77 |
| 2025-03-31 | $1.2M | 5.9k | 199.49 |
| 2024-12-31 | $1.6M | 7.0k | 220.95 |
| 2024-09-30 | $1.1M | 5.0k | 220.87 |
| 2024-06-30 | $568k | 2.8k | 202.89 |
| 2024-03-31 | $626k | 3.0k | 210.28 |
| 2023-12-31 | $514k | 2.6k | 200.72 |
| 2023-09-30 | $425k | 2.4k | 176.75 |
| 2023-06-30 | $340k | 1.8k | 187.27 |
| 2023-03-31 | $322k | 1.8k | 178.40 |
| 2022-12-31 | $279k | 1.6k | 174.36 |
| 2022-09-30 | $272k | 1.7k | 164.75 |
More positions owned by Soltis Investment Advisors
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