iShares Russell 2000 Index shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 1.9k | 241.99 |
| 2025-06-30 | $414k | 1.9k | 215.78 |
| 2025-03-31 | $310k | 1.6k | 199.45 |
| 2024-12-31 | $343k | 1.6k | 220.91 |
| 2024-09-30 | $321k | 1.5k | 220.89 |
| 2024-06-30 | $303k | 1.5k | 202.89 |
| 2024-03-31 | $314k | 1.5k | 210.30 |
| 2023-12-31 | $318k | 1.6k | 200.71 |
| 2023-09-30 | $300k | 1.7k | 176.74 |
| 2023-06-30 | $318k | 1.7k | 187.27 |
| 2023-03-31 | $295k | 1.7k | 178.40 |
| 2022-12-31 | $240k | 1.4k | 174.36 |
| 2022-09-30 | $247k | 1.5k | 164.67 |
| 2022-06-30 | $270k | 1.6k | 169.39 |
| 2022-03-31 | $313k | 1.5k | 205.38 |
| 2021-12-31 | $294k | 1.3k | 222.39 |
| 2021-09-30 | $348k | 1.6k | 218.87 |
| 2021-06-30 | $365k | 1.6k | 229.27 |
| 2021-03-31 | $409k | 1.9k | 220.72 |
| 2020-12-31 | $333k | 1.7k | 196.00 |
| 2020-09-30 | $295k | 2.0k | 149.97 |
| 2020-06-30 | $295k | 2.1k | 143.07 |
| 2020-03-31 | $255k | 2.2k | 114.56 |
| 2019-12-31 | $431k | 2.6k | 165.83 |
| 2019-09-30 | $451k | 3.0k | 151.29 |
| 2019-06-30 | $477k | 3.1k | 155.37 |
| 2019-03-31 | $662k | 4.3k | 153.06 |
| 2018-12-31 | $550k | 4.1k | 133.82 |
| 2018-09-30 | $693k | 4.1k | 168.61 |
| 2018-06-30 | $684k | 4.2k | 163.68 |
| 2018-03-31 | $444k | 2.9k | 151.95 |
| 2017-12-31 | $469k | 3.1k | 152.62 |
| 2017-09-30 | $431k | 2.9k | 148.16 |
| 2017-06-30 | $411k | 2.9k | 140.80 |
| 2017-03-31 | $348k | 2.5k | 137.50 |
| 2016-12-31 | $370k | 2.7k | 134.84 |
| 2016-09-30 | $329k | 2.7k | 124.10 |
| 2016-06-30 | $305k | 2.7k | 115.05 |
| 2016-03-31 | $300k | 2.7k | 110.70 |
| 2015-12-31 | $216k | 1.9k | 112.79 |
| 2015-09-30 | $188k | 1.7k | 109.24 |
| 2015-06-30 | $105k | 842 | 124.70 |
| 2015-03-31 | $118k | 946 | 124.74 |
| 2014-12-31 | $91k | 759 | 119.89 |
| 2014-09-30 | $100k | 915 | 109.29 |
| 2014-06-30 | $100k | 843 | 118.62 |
| 2014-03-31 | $314k | 2.7k | 116.17 |
| 2013-12-31 | $316k | 2.7k | 115.33 |
| 2013-09-30 | $126k | 1.2k | 106.42 |
| 2013-06-30 | $120k | 1.2k | 97.09 |
| 2013-03-31 | $176k | 1.9k | 94.37 |
| 2012-12-31 | $163k | 1.9k | 84.19 |