iShares Russell 2000 Index shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.5M | 21k | 164.91 |
| 2022-06-30 | $4.8M | 28k | 173.72 |
| 2022-03-31 | $7.0M | 34k | 205.34 |
| 2021-12-31 | $7.6M | 34k | 225.04 |
| 2021-09-30 | $11M | 51k | 219.10 |
| 2021-06-30 | $10M | 44k | 229.37 |
| 2021-03-31 | $11M | 52k | 220.95 |
| 2020-12-31 | $6.1M | 31k | 196.07 |
| 2020-06-30 | $2.9M | 21k | 142.33 |
| 2020-03-31 | $3.2M | 29k | 108.98 |
| 2019-12-31 | $5.6M | 34k | 165.71 |
| 2019-09-30 | $5.7M | 38k | 149.11 |
| 2019-06-30 | $5.9M | 38k | 155.77 |
| 2019-03-31 | $6.2M | 40k | 154.26 |
| 2018-12-31 | $6.1M | 43k | 141.91 |
| 2018-09-30 | $8.0M | 47k | 168.54 |
| 2018-03-31 | $11M | 72k | 151.82 |
| 2017-12-31 | $6.2M | 42k | 148.18 |
| 2017-09-30 | $6.2M | 42k | 148.18 |
| 2016-09-30 | $2.6M | 21k | 124.23 |
| 2016-06-30 | $1.9M | 16k | 114.99 |
| 2016-03-31 | $2.5M | 23k | 110.62 |
| 2015-09-30 | $7.0M | 75k | 93.01 |
| 2015-06-30 | $2.2M | 18k | 124.85 |
| 2015-03-31 | $2.0M | 16k | 124.37 |
| 2014-12-31 | $2.3M | 20k | 119.62 |
| 2014-09-30 | $2.0M | 19k | 109.35 |
| 2014-06-30 | $2.7M | 23k | 118.81 |