iShares Russell 2000 Index shares owned by Wealthstar Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealthstar Advisors
from 13F filings
Historical chart of Wealthstar 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 Wealthstar Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Wealthstar Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 1.7k | 241.98 |
| 2025-06-30 | $363k | 1.7k | 215.85 |
| 2025-03-31 | $352k | 1.8k | 199.51 |
| 2024-12-31 | $391k | 1.8k | 221.02 |
| 2024-03-31 | $250k | 1.2k | 210.38 |
| 2023-12-31 | $231k | 1.2k | 200.83 |
| 2023-06-30 | $208k | 1.1k | 187.28 |
| 2021-06-30 | $2.4M | 11k | 229.77 |