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 csv Download as ExcelQuarterly 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 |