iShares Russell 2000 Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.1M | 33k | 248.00 |
| 2025-12-31 | $2.0M | 8.0k | 246.17 |
| 2025-06-30 | $1.3M | 2.4k | 538.14 |
| 2025-03-31 | $643k | 3.2k | 199.46 |
| 2024-12-31 | $632k | 2.9k | 221.01 |
| 2024-09-30 | $173k | 782 | 220.80 |
| 2024-06-30 | $121k | 598 | 202.98 |
| 2024-03-31 | $100k | 476 | 210.21 |
| 2023-12-31 | $97k | 482 | 200.88 |
| 2023-09-30 | $94k | 529 | 176.66 |
| 2023-06-30 | $101k | 537 | 187.18 |
| 2023-03-31 | $102k | 569 | 178.43 |
| 2022-12-31 | $92k | 527 | 174.43 |
| 2022-09-30 | $137k | 833 | 164.47 |
| 2022-06-30 | $246k | 1.5k | 169.66 |
| 2022-03-31 | $174k | 846 | 205.67 |
| 2021-12-31 | $124k | 556 | 223.02 |
| 2021-09-30 | $122k | 556 | 219.42 |
| 2021-06-30 | $194k | 844 | 229.86 |
| 2020-12-31 | $259k | 1.3k | 196.21 |
| 2020-09-30 | $221k | 1.5k | 149.73 |
| 2020-06-30 | $305k | 2.1k | 143.33 |
| 2020-03-31 | $216k | 1.9k | 114.65 |
| 2019-12-31 | $199k | 1.2k | 165.70 |
| 2019-09-30 | $176k | 1.2k | 151.72 |
| 2019-06-30 | $185k | 1.2k | 155.46 |
| 2018-12-31 | $76k | 570 | 133.33 |
| 2018-09-30 | $71k | 422 | 168.25 |
| 2018-06-30 | $88k | 540 | 162.96 |
| 2018-03-31 | $98k | 646 | 151.70 |
| 2017-12-31 | $82k | 539 | 152.13 |
| 2017-09-30 | $71k | 484 | 146.69 |
| 2017-06-30 | $68k | 483 | 140.79 |
| 2017-03-31 | $88k | 647 | 136.01 |
| 2016-12-31 | $31k | 229 | 135.37 |