iShares Russell 2000 Index shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 3.2k | 241.96 |
| 2025-06-30 | $691k | 3.2k | 215.79 |
| 2024-06-30 | $6.1k | 30 | 202.90 |
| 2024-03-31 | $8.4k | 40 | 210.30 |
| 2023-12-31 | $11k | 55 | 200.71 |
| 2023-09-30 | $24k | 135 | 176.73 |
| 2023-06-30 | $18k | 95 | 187.27 |
| 2020-03-31 | $889k | 7.8k | 114.43 |
| 2019-12-31 | $1.3M | 7.9k | 165.68 |
| 2019-09-30 | $1.2M | 7.9k | 149.16 |
| 2019-06-30 | $1.2M | 7.8k | 155.47 |
| 2019-03-31 | $1.2M | 7.8k | 153.03 |
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