iShares Russell 2000 Index shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 50 | 240.00 |
| 2025-06-30 | $11k | 50 | 220.00 |
| 2025-03-31 | $10k | 50 | 200.00 |
| 2024-12-31 | $11k | 50 | 220.00 |
| 2024-09-30 | $11k | 50 | 220.00 |
| 2024-06-30 | $10k | 50 | 200.00 |
| 2024-03-31 | $11k | 50 | 220.00 |
| 2023-12-31 | $10k | 50 | 200.00 |
| 2023-09-30 | $9.0k | 50 | 180.00 |
| 2023-06-30 | $9.0k | 50 | 180.00 |
| 2023-03-31 | $9.0k | 50 | 180.00 |
| 2022-12-31 | $9.0k | 50 | 180.00 |
| 2022-09-30 | $8.0k | 50 | 160.00 |
| 2022-06-30 | $8.0k | 50 | 160.00 |
| 2022-03-31 | $10k | 50 | 200.00 |
| 2021-12-31 | $11k | 50 | 220.00 |
More positions owned by Ulland Investment Advisors
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