iShares Russell 2000 Index shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 136k | 220.89 |
| 2024-06-30 | $27M | 131k | 202.89 |
| 2024-03-31 | $27M | 127k | 210.29 |
| 2023-12-31 | $14M | 68k | 200.71 |
| 2020-12-31 | $75k | 386 | 194.30 |
| 2020-09-30 | $57k | 385 | 148.05 |
| 2020-06-30 | $55k | 385 | 142.86 |
| 2020-03-31 | $44k | 385 | 114.29 |
| 2019-12-31 | $150k | 910 | 164.84 |
| 2019-06-30 | $59k | 385 | 153.25 |
| 2018-09-30 | $224k | 1.3k | 168.99 |
| 2018-06-30 | $216k | 1.3k | 163.27 |
| 2016-09-30 | $306k | 2.5k | 120.76 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors