iShares Russell 2000 Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 241.96 |
| 2025-06-30 | $2.8M | 13k | 215.79 |
| 2025-03-31 | $2.7M | 14k | 199.49 |
| 2024-12-31 | $3.0M | 14k | 220.96 |
| 2024-09-30 | $2.9M | 13k | 220.89 |
| 2024-06-30 | $2.4M | 12k | 202.88 |
| 2024-03-31 | $2.5M | 12k | 210.30 |
| 2023-12-31 | $2.4M | 12k | 200.72 |
| 2023-09-30 | $2.0M | 12k | 176.74 |
| 2023-06-30 | $2.2M | 12k | 187.27 |
| 2023-03-31 | $2.1M | 12k | 178.40 |
| 2022-12-31 | $2.0M | 12k | 174.38 |
| 2022-09-30 | $2.0M | 12k | 164.93 |
| 2022-06-30 | $2.0M | 12k | 169.38 |
| 2022-03-31 | $2.3M | 11k | 205.23 |
| 2021-12-31 | $2.6M | 12k | 222.42 |
| 2021-09-30 | $2.4M | 11k | 218.76 |
| 2021-06-30 | $2.3M | 10k | 229.39 |
| 2021-03-31 | $3.6M | 17k | 220.96 |
| 2020-12-31 | $2.4M | 12k | 196.05 |
| 2020-09-30 | $1.6M | 11k | 149.82 |
| 2020-06-30 | $344k | 2.4k | 143.39 |
| 2020-03-31 | $221k | 1.9k | 114.51 |
| 2019-12-31 | $371k | 2.2k | 165.70 |
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