iShares Russell 2000 Index shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 19k | 241.96 |
| 2025-06-30 | $4.6M | 22k | 215.79 |
| 2025-03-31 | $4.2M | 21k | 199.49 |
| 2024-12-31 | $5.4M | 25k | 220.96 |
| 2024-09-30 | $5.1M | 23k | 220.89 |
| 2024-06-30 | $4.8M | 24k | 202.89 |
| 2024-03-31 | $6.1M | 29k | 210.30 |
| 2023-12-31 | $4.1M | 21k | 200.71 |
| 2023-09-30 | $3.5M | 20k | 176.74 |
| 2023-06-30 | $3.9M | 21k | 187.27 |
| 2023-03-31 | $3.9M | 22k | 178.40 |
| 2022-12-31 | $3.3M | 19k | 174.36 |
| 2022-09-30 | $2.7M | 17k | 164.89 |
| 2022-06-30 | $2.8M | 17k | 169.33 |
| 2022-03-31 | $3.7M | 18k | 205.27 |
| 2021-12-31 | $4.4M | 20k | 222.43 |
| 2021-09-30 | $4.5M | 21k | 218.73 |
| 2021-06-30 | $4.8M | 21k | 229.36 |
| 2021-03-31 | $4.4M | 20k | 220.96 |
| 2020-12-31 | $4.3M | 22k | 196.04 |
| 2020-09-30 | $2.6M | 17k | 149.76 |
| 2020-06-30 | $2.7M | 19k | 143.19 |
| 2020-03-31 | $2.3M | 20k | 114.45 |
| 2019-12-31 | $5.5M | 33k | 165.66 |
| 2019-09-30 | $5.2M | 35k | 151.33 |
| 2019-06-30 | $5.7M | 37k | 155.49 |
| 2019-03-31 | $5.8M | 38k | 153.10 |
| 2018-12-31 | $14M | 107k | 133.90 |
| 2018-09-30 | $17M | 103k | 168.55 |
| 2018-06-30 | $17M | 101k | 163.77 |
| 2018-03-31 | $15M | 98k | 151.83 |
| 2017-12-31 | $14M | 94k | 152.46 |
| 2017-09-30 | $13M | 90k | 148.18 |
| 2017-06-30 | $11M | 80k | 140.92 |
| 2017-03-31 | $10M | 73k | 137.48 |
| 2016-12-31 | $9.3M | 69k | 134.86 |
| 2016-09-30 | $8.0M | 64k | 124.20 |
| 2016-06-30 | $7.0M | 61k | 114.98 |
More positions owned by Wealthcare Advisory Partners
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