iShares Russell 2000 Index shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.6k | 220.89 |
| 2024-06-30 | $933k | 4.6k | 202.89 |
| 2024-03-31 | $967k | 4.6k | 210.30 |
| 2023-12-31 | $1.0M | 5.1k | 200.71 |
| 2023-09-30 | $901k | 5.1k | 176.74 |
| 2023-06-30 | $1.0M | 5.5k | 187.27 |
| 2023-03-31 | $984k | 5.5k | 178.40 |
| 2022-12-31 | $961k | 5.5k | 174.36 |
| 2022-09-30 | $909k | 5.5k | 164.88 |
| 2022-06-30 | $934k | 5.5k | 169.42 |
| 2022-03-31 | $1.1M | 5.5k | 205.33 |
| 2021-12-31 | $843k | 3.8k | 222.37 |
| 2021-09-30 | $829k | 3.8k | 218.68 |
| 2021-06-30 | $870k | 3.8k | 229.49 |
| 2021-03-31 | $841k | 3.8k | 221.03 |
| 2020-12-31 | $750k | 3.8k | 196.08 |
| 2020-09-30 | $578k | 3.9k | 149.78 |
| 2020-06-30 | $553k | 3.9k | 143.30 |
| 2020-03-31 | $442k | 3.9k | 114.54 |
| 2019-12-31 | $639k | 3.9k | 165.59 |