iShares Russell 2000 Index shares owned by Warner Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Warner Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 1.9k | 241.98 |
| 2025-06-30 | $419k | 1.9k | 215.76 |
| 2025-03-31 | $398k | 2.0k | 199.70 |
| 2024-12-31 | $440k | 2.0k | 220.88 |
| 2024-09-30 | $440k | 2.0k | 221.11 |
| 2024-06-30 | $403k | 2.0k | 202.72 |
| 2024-03-31 | $418k | 2.0k | 210.47 |