iShares Russell 2000 Index shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by TPG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 1.7k | 241.96 |
| 2025-06-30 | $373k | 1.7k | 215.79 |
| 2022-06-30 | $2.4M | 14k | 169.34 |
| 2022-03-31 | $2.9M | 14k | 205.25 |
| 2021-12-31 | $3.7M | 17k | 222.46 |
| 2021-09-30 | $208k | 949 | 219.18 |
| 2021-06-30 | $217k | 948 | 228.90 |
| 2021-03-31 | $246k | 1.1k | 221.22 |