iShares Russell 2000 Index shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $30M | 148k | 200.71 |
| 2023-09-30 | $34M | 190k | 176.74 |
| 2023-06-30 | $34M | 187k | 183.57 |
| 2023-03-31 | $36M | 196k | 183.57 |
| 2022-12-31 | $36M | 198k | 183.57 |
| 2022-09-30 | $35M | 210k | 164.92 |
| 2022-06-30 | $34M | 202k | 169.36 |
| 2022-03-31 | $39M | 188k | 205.27 |
| 2021-12-31 | $41M | 183k | 222.45 |
| 2021-09-30 | $46M | 208k | 218.75 |
| 2021-06-30 | $46M | 200k | 230.08 |
| 2021-03-31 | $36M | 162k | 220.94 |
| 2020-12-31 | $37M | 188k | 196.06 |
| 2020-09-30 | $37M | 245k | 149.79 |
| 2020-06-30 | $45M | 315k | 143.18 |
| 2020-03-31 | $42M | 365k | 114.46 |
| 2019-12-31 | $49M | 297k | 165.67 |
| 2019-09-30 | $77M | 508k | 151.16 |
| 2019-06-30 | $82M | 533k | 153.63 |
| 2019-03-31 | $63M | 414k | 151.83 |
| 2018-12-31 | $78M | 589k | 132.86 |
| 2018-09-30 | $99M | 588k | 168.04 |
| 2018-06-30 | $71M | 433k | 163.88 |
| 2018-03-31 | $62M | 415k | 150.31 |
| 2017-12-31 | $56M | 361k | 153.73 |
| 2017-09-30 | $51M | 344k | 147.83 |
| 2017-06-30 | $45M | 320k | 140.92 |
| 2017-03-31 | $38M | 276k | 137.26 |
| 2016-12-31 | $28M | 207k | 135.37 |
| 2016-09-30 | $22M | 176k | 123.20 |
| 2016-06-30 | $18M | 159k | 112.88 |
| 2016-03-31 | $13M | 118k | 110.33 |
| 2015-12-31 | $10M | 91k | 114.04 |
| 2015-09-30 | $4.9M | 45k | 109.20 |
| 2015-06-30 | $497k | 4.0k | 124.25 |
| 2015-03-31 | $489k | 4.0k | 122.25 |