iShares Russell 2000 Index shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Toth Financial Advisory Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Toth Financial Advisory Corporation
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $842k | 3.8k | 220.91 |
2024-06-30 | $714k | 3.5k | 202.88 |
2024-03-31 | $737k | 3.5k | 210.29 |
2023-12-31 | $611k | 3.0k | 200.73 |
2023-09-30 | $474k | 2.7k | 176.72 |
2023-06-30 | $432k | 2.3k | 187.25 |
2023-03-31 | $387k | 2.2k | 178.43 |
2022-12-31 | $319k | 1.8k | 174.36 |
2022-09-30 | $242k | 1.5k | 165.19 |
2022-06-30 | $147k | 870 | 168.97 |
2022-03-31 | $199k | 969 | 205.37 |
2021-12-31 | $187k | 842 | 222.09 |
2021-09-30 | $161k | 738 | 218.16 |
2021-06-30 | $174k | 760 | 228.95 |
2021-03-31 | $167k | 757 | 220.61 |
2020-12-31 | $122k | 624 | 195.51 |
2020-09-30 | $70k | 468 | 149.57 |
2020-06-30 | $29k | 201 | 144.28 |
2020-03-31 | $3.0k | 27 | 111.11 |
2019-12-31 | $4.0k | 27 | 148.15 |
2018-09-30 | $10k | 60 | 166.67 |
2018-06-30 | $256k | 1.6k | 164.00 |
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