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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Southern Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Southern Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |