iShares Russell 2000 Index shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 1.2k | 220.82 |
| 2024-06-30 | $247k | 1.2k | 202.83 |
| 2024-03-31 | $330k | 1.6k | 210.25 |
| 2023-12-31 | $282k | 1.4k | 200.66 |
| 2023-09-30 | $248k | 1.4k | 176.69 |
| 2023-03-31 | $229k | 1.3k | 178.35 |