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
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Quarterly reported holdings in iShares Russell 2000 Index by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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