iShares Russell 2000 Index shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 108k | 241.96 |
| 2025-06-30 | $23M | 108k | 215.79 |
| 2025-03-31 | $22M | 112k | 199.49 |
| 2024-12-31 | $32M | 145k | 220.96 |
| 2024-09-30 | $32M | 143k | 220.89 |
| 2024-06-30 | $26M | 130k | 202.89 |
| 2024-03-31 | $26M | 123k | 210.30 |
| 2023-12-31 | $12M | 59k | 200.71 |
| 2023-09-30 | $9.5M | 54k | 176.74 |
| 2023-06-30 | $8.4M | 45k | 187.27 |
| 2023-03-31 | $7.5M | 42k | 178.40 |
| 2022-12-31 | $8.0M | 46k | 174.36 |
| 2022-09-30 | $7.3M | 44k | 164.91 |
| 2022-06-30 | $6.8M | 40k | 169.36 |
| 2022-03-31 | $11M | 53k | 205.26 |
| 2021-12-31 | $9.4M | 43k | 222.45 |
| 2021-09-30 | $8.9M | 41k | 218.77 |
| 2021-06-30 | $9.5M | 41k | 229.36 |
| 2021-03-31 | $8.7M | 40k | 220.94 |
| 2020-12-31 | $8.2M | 42k | 196.07 |
| 2020-09-30 | $6.1M | 41k | 149.80 |
| 2020-06-30 | $6.0M | 42k | 143.19 |
| 2020-03-31 | $5.1M | 44k | 114.46 |
| 2019-12-31 | $7.5M | 45k | 165.66 |
| 2019-09-30 | $6.9M | 46k | 151.34 |
| 2019-06-30 | $7.3M | 47k | 155.51 |
| 2019-03-31 | $6.5M | 43k | 153.10 |
| 2018-12-31 | $5.8M | 43k | 133.90 |
| 2018-09-30 | $15M | 89k | 168.54 |
| 2018-06-30 | $12M | 74k | 163.77 |
| 2018-03-31 | $11M | 72k | 151.83 |
| 2017-12-31 | $11M | 74k | 152.46 |
| 2017-09-30 | $11M | 72k | 148.17 |
| 2017-06-30 | $10M | 71k | 140.92 |
| 2017-03-31 | $9.5M | 69k | 137.48 |
| 2016-12-31 | $11M | 80k | 134.85 |
| 2016-09-30 | $4.3M | 35k | 124.22 |
| 2016-06-30 | $2.9M | 26k | 114.96 |
| 2016-03-31 | $3.6M | 32k | 110.63 |
| 2015-12-31 | $6.2M | 55k | 112.62 |
| 2015-09-30 | $2.2M | 20k | 109.40 |
| 2015-06-30 | $6.9M | 56k | 124.85 |
| 2015-03-31 | $6.8M | 55k | 124.32 |
| 2014-12-31 | $4.5M | 37k | 119.63 |
| 2014-09-30 | $338k | 3.1k | 109.24 |