iShares Russell 2000 Index shares owned by Wealth Advisors of Tampa Bay
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Advisors of Tampa Bay
from 13F filings
Historical chart of Wealth Advisors of Tampa Bay investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Wealth Advisors of Tampa Bay consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Advisors of Tampa Bay
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $270k | 1.2k | 220.89 |
| 2024-06-30 | $245k | 1.2k | 202.89 |
| 2024-03-31 | $250k | 1.2k | 210.30 |
| 2023-12-31 | $242k | 1.2k | 200.71 |
| 2023-09-30 | $474k | 2.7k | 176.74 |
| 2023-06-30 | $256k | 1.4k | 187.27 |
| 2023-03-31 | $281k | 1.6k | 178.40 |
| 2022-12-31 | $271k | 1.6k | 174.36 |
| 2022-09-30 | $259k | 1.6k | 165.18 |
| 2022-06-30 | $507k | 3.0k | 169.45 |
| 2022-03-31 | $614k | 3.0k | 205.21 |
| 2021-12-31 | $658k | 3.0k | 222.60 |
| 2021-09-30 | $323k | 1.5k | 218.54 |
| 2021-06-30 | $278k | 1.2k | 229.18 |
| 2021-03-31 | $268k | 1.2k | 220.94 |
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