iShares Russell 2000 Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $612k | 2.5k | 241.92 |
| 2025-06-30 | $240k | 1.1k | 215.71 |
| 2025-03-31 | $368k | 1.8k | 199.54 |
| 2024-12-31 | $1.4M | 6.0k | 227.02 |
| 2024-09-30 | $860k | 3.9k | 220.87 |
| 2024-06-30 | $377k | 1.9k | 202.93 |
| 2024-03-31 | $288k | 1.4k | 210.24 |
| 2023-12-31 | $247k | 1.2k | 200.73 |
| 2023-09-30 | $252k | 1.4k | 176.78 |
| 2023-06-30 | $248k | 1.3k | 187.32 |
| 2023-03-31 | $236k | 1.3k | 178.44 |
| 2022-12-31 | $236k | 1.4k | 174.36 |
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