iShares Russell 2000 Index shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 2.4k | 241.93 |
| 2025-06-30 | $538k | 2.5k | 215.81 |
| 2025-03-31 | $639k | 3.2k | 199.48 |
| 2024-12-31 | $783k | 3.5k | 220.97 |
| 2024-09-30 | $740k | 3.4k | 220.88 |
| 2024-06-30 | $44M | 737k | 59.63 |
| 2024-03-31 | $682k | 3.2k | 210.28 |
| 2023-09-30 | $434k | 2.5k | 176.71 |
| 2023-06-30 | $356k | 1.9k | 187.22 |
More positions owned by Strategic Financial Concepts
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