iShares Russell 2000 Index shares owned by VSM Wealth Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by VSM Wealth Advisory
from 13F filings
Historical chart of VSM Wealth Advisory investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by VSM Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 235 | 241.96 |
| 2025-06-30 | $51k | 235 | 215.79 |