iShares Russell 2000 Index shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Waypoint Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $355k | 1.6k | 220.89 |
| 2024-06-30 | $326k | 1.6k | 202.89 |
| 2024-03-31 | $464k | 2.2k | 210.30 |
| 2023-12-31 | $443k | 2.2k | 200.71 |
| 2023-09-30 | $390k | 2.2k | 176.74 |
| 2023-06-30 | $280k | 1.5k | 187.27 |
| 2023-03-31 | $267k | 1.5k | 178.40 |
| 2022-12-31 | $261k | 1.5k | 174.36 |
| 2022-09-30 | $394k | 2.4k | 164.37 |
| 2022-06-30 | $406k | 2.4k | 169.38 |