iShares Russell 2000 Index shares owned by WESPAC Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WESPAC Advisors
from 13F filings
Historical chart of WESPAC 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 WESPAC Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by WESPAC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.8k | 241.96 |
| 2024-12-31 | $469k | 2.1k | 220.96 |
| 2024-09-30 | $215k | 971 | 220.89 |
| 2024-06-30 | $360k | 1.8k | 202.89 |
| 2024-03-31 | $410k | 2.0k | 210.30 |
| 2016-06-30 | $218k | 1.9k | 114.74 |