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iShares Russell 2000 Index shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial 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 Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 954 241.96
2019-12-31 $30k 184 163.04