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iShares Russell 2000 Index shares owned by Tandem Financial

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Tandem Financial from 13F filings

Historical chart of Tandem Financial investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 14k 241.95
2025-06-30 $2.7M 13k 215.80
2025-03-31 $944k 4.7k 199.50