Warren Averett Asset Management »

iShares Russell 2000 Index shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 118k 210.30
2023-12-31 $11M 54k 200.71
2023-09-30 $9.8M 55k 176.74
2023-06-30 $12M 63k 187.27
2023-03-31 $12M 64k 178.40
2022-12-31 $12M 66k 174.36
2022-09-30 $8.0M 48k 164.92
2022-06-30 $5.2M 30k 169.35
2022-03-31 $6.4M 31k 205.27
2021-12-31 $6.2M 31k 201.38
2021-09-30 $6.9M 29k 238.48
2021-06-30 $6.4M 29k 222.22
2021-03-31 $7.3M 33k 219.39
2020-12-31 $7.4M 33k 226.63
2020-09-30 $5.2M 34k 153.08
2020-06-30 $5.6M 36k 157.19
2020-03-31 $3.6M 32k 114.47
2019-12-31 $8.7M 52k 166.92
2019-09-30 $8.0M 53k 151.34
2019-06-30 $7.8M 50k 155.50
2019-03-31 $8.0M 52k 153.08
2018-12-31 $7.4M 55k 133.90
2018-09-30 $2.6M 15k 168.52
2018-06-30 $2.4M 15k 163.79
2018-03-31 $2.1M 14k 151.85
2017-12-31 $2.8M 18k 152.44
2017-09-30 $2.7M 19k 148.16
2017-06-30 $2.7M 19k 140.91
2017-03-31 $2.6M 19k 137.48
2016-12-31 $2.7M 20k 134.84
2016-09-30 $2.5M 20k 124.22
2016-06-30 $2.0M 18k 114.99
2016-03-31 $2.6M 24k 110.63
2015-12-31 $20M 175k 112.62
2015-09-30 $1.3M 12k 109.22
2015-06-30 $920k 7.4k 124.80
2015-03-31 $960k 7.7k 124.37
2014-12-31 $983k 8.2k 119.60
2014-09-30 $857k 7.8k 109.41
2014-06-30 $1.0M 8.6k 118.83
2014-03-31 $1.0M 9.0k 116.31
2013-12-31 $2.5M 21k 115.38
2013-09-30 $2.3M 22k 106.63
2013-06-30 $2.0M 20k 97.02
2013-03-31 $2.1M 22k 94.44
2012-12-31 $1.7M 20k 84.30

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

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View all funds holding iShares Russell 2000 Index