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iShares Russell 2000 Index shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $299k 1.4k 210.30
2023-12-31 $286k 1.4k 200.71
2023-09-30 $252k 1.4k 176.74
2023-06-30 $214k 1.1k 187.27
2023-03-31 $204k 1.1k 178.40
2022-12-31 $443k 2.5k 174.36
2022-09-30 $419k 2.5k 164.77
2022-06-30 $431k 2.5k 169.48
2022-03-31 $534k 2.6k 205.23
2021-12-31 $579k 2.6k 222.52
2021-09-30 $321k 1.4k 229.29
2021-06-30 $321k 1.4k 229.29
2021-03-31 $309k 1.4k 220.71
2020-12-31 $274k 1.4k 195.71