iShares Russell 2000 Index shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 226k | 243.57 |
| 2025-06-30 | $44M | 196k | 223.08 |
| 2025-03-31 | $1.1M | 199k | 5.74 |
| 2024-12-31 | $34M | 154k | 220.89 |
| 2024-06-30 | $27M | 131k | 202.89 |
| 2024-03-31 | $23M | 108k | 210.30 |
| 2023-12-31 | $18M | 90k | 200.71 |
| 2023-09-30 | $17M | 97k | 176.74 |
| 2023-06-30 | $2.3M | 12k | 187.27 |
| 2023-03-31 | $3.6M | 20k | 178.40 |
| 2022-12-31 | $4.9M | 26k | 186.94 |
| 2022-09-30 | $4.3M | 26k | 168.60 |
| 2022-06-30 | $2.8M | 16k | 175.58 |
| 2022-03-31 | $2.4M | 11k | 207.76 |
| 2021-12-31 | $1.8M | 9.1k | 198.99 |
| 2021-09-30 | $2.4M | 11k | 227.86 |
| 2021-06-30 | $3.9M | 18k | 217.65 |
| 2021-03-31 | $2.9M | 13k | 224.28 |
| 2020-12-31 | $2.5M | 12k | 210.72 |
| 2020-09-30 | $2.0M | 12k | 163.75 |
| 2020-06-30 | $1.6M | 11k | 148.12 |
| 2020-03-31 | $2.0M | 16k | 129.11 |
| 2019-12-31 | $777k | 4.7k | 165.71 |
| 2019-09-30 | $702k | 4.7k | 150.16 |
| 2019-06-30 | $735k | 4.7k | 156.12 |
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