iShares Russell 2000 Index shares owned by Wealth Advisory Solutions
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Advisory Solutions
from 13F filings
Historical chart of Wealth Advisory Solutions investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.5M | 21k | 210.30 |
| 2023-12-31 | $4.6M | 23k | 200.71 |
| 2023-09-30 | $8.2M | 46k | 176.74 |
| 2023-06-30 | $4.4M | 24k | 187.27 |
| 2023-03-31 | $4.2M | 24k | 178.40 |
| 2022-12-31 | $4.2M | 24k | 174.36 |
| 2022-09-30 | $4.0M | 25k | 164.90 |
| 2022-06-30 | $4.1M | 24k | 169.35 |
| 2022-03-31 | $6.1M | 30k | 205.29 |
| 2021-09-30 | $7.0M | 32k | 218.75 |
| 2021-06-30 | $7.3M | 32k | 229.35 |
| 2021-03-31 | $7.0k | 31k | 0.23 |
| 2020-12-31 | $7.5M | 38k | 196.05 |
| 2020-09-30 | $5.8M | 39k | 149.78 |
| 2020-06-30 | $5.6M | 39k | 143.17 |
| 2020-03-31 | $5.2M | 45k | 114.45 |
| 2019-12-31 | $16M | 96k | 165.66 |