iShares Russell 2000 Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.8k | 241.97 |
| 2025-06-30 | $440k | 2.0k | 215.80 |
| 2025-03-31 | $395k | 2.0k | 199.49 |
| 2024-12-31 | $364k | 1.6k | 220.96 |
| 2024-09-30 | $364k | 1.6k | 220.89 |
| 2024-06-30 | $334k | 1.6k | 202.89 |
| 2024-03-31 | $366k | 1.7k | 210.30 |
| 2023-12-31 | $710k | 3.5k | 200.71 |
| 2023-09-30 | $345k | 2.0k | 176.74 |
| 2023-06-30 | $437k | 2.3k | 187.27 |
| 2023-03-31 | $342k | 1.9k | 178.40 |
| 2022-12-31 | $445k | 2.6k | 174.36 |
| 2022-09-30 | $296k | 1.8k | 164.72 |
| 2022-06-30 | $341k | 2.0k | 169.31 |
| 2022-03-31 | $488k | 2.4k | 205.13 |
| 2021-12-31 | $470k | 2.1k | 222.33 |
| 2021-09-30 | $294k | 1.3k | 218.59 |
| 2021-06-30 | $344k | 1.6k | 220.80 |
| 2021-03-31 | $344k | 1.6k | 220.80 |
| 2020-12-31 | $278k | 1.4k | 196.05 |