iShares Russell 2000 Index shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.1k | 241.96 |
| 2025-06-30 | $1.7M | 7.9k | 215.80 |
| 2025-03-31 | $1.5M | 7.4k | 199.50 |
| 2024-12-31 | $1.2M | 5.4k | 220.96 |
| 2024-09-30 | $1.2M | 5.3k | 220.91 |
| 2024-06-30 | $1.0M | 5.1k | 202.88 |
| 2024-03-31 | $942k | 4.5k | 210.28 |
| 2023-12-31 | $820k | 4.1k | 200.70 |
| 2023-09-30 | $388k | 2.2k | 176.72 |
| 2023-06-30 | $423k | 2.3k | 187.26 |
| 2023-03-31 | $389k | 2.2k | 178.38 |
| 2022-12-31 | $349k | 2.0k | 174.32 |
| 2022-09-30 | $603k | 3.7k | 164.93 |
| 2022-06-30 | $611k | 3.6k | 169.44 |
| 2022-03-31 | $691k | 3.4k | 205.35 |
| 2021-12-31 | $482k | 2.2k | 222.43 |