Stratos Wealth Advisors »

iShares Russell 2000 Index shares owned by Stratos Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Stratos Wealth Advisors from 13F filings

Historical chart of Stratos Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 81k 220.89
2024-06-30 $18M 90k 202.89
2024-03-31 $17M 80k 210.30
2023-12-31 $16M 78k 200.71
2023-09-30 $14M 77k 176.74
2023-06-30 $13M 70k 187.27
2023-03-31 $12M 70k 178.40
2022-12-31 $12M 69k 174.36
2022-09-30 $1.9M 12k 164.94
2022-06-30 $2.0M 12k 169.40
2022-03-31 $2.7M 13k 205.31
2021-12-31 $2.3M 10k 222.43
2021-09-30 $913k 4.2k 218.74
2021-06-30 $4.8M 21k 229.36
2021-03-31 $3.3M 15k 220.91
2020-12-31 $852k 4.3k 196.00
2020-09-30 $699k 4.7k 149.71
2020-06-30 $1.2M 8.3k 143.20
2020-03-31 $63k 552 114.13
2019-12-31 $210k 1.3k 166.01
2019-09-30 $411k 2.7k 151.38
2019-06-30 $235k 1.5k 155.73
2019-03-31 $231k 1.5k 153.39
2018-12-31 $212k 1.6k 134.09