iShares Russell 2000 Index shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial 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 West Financial 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123k | 510 | 241.96 |
| 2025-06-30 | $112k | 521 | 215.79 |
| 2025-03-31 | $150k | 752 | 199.49 |
| 2024-12-31 | $178k | 805 | 220.96 |
| 2024-09-30 | $138k | 625 | 220.89 |
| 2024-06-30 | $21k | 105 | 202.90 |
| 2023-09-30 | $77k | 434 | 176.74 |
| 2023-06-30 | $81k | 434 | 187.27 |
| 2023-03-31 | $72k | 406 | 178.40 |
| 2022-12-31 | $60k | 343 | 174.36 |
| 2022-09-30 | $57k | 343 | 166.18 |
| 2022-06-30 | $58k | 343 | 169.10 |
| 2022-03-31 | $70k | 343 | 204.08 |
| 2021-12-31 | $76k | 343 | 221.57 |
| 2021-09-30 | $75k | 343 | 218.66 |
| 2021-06-30 | $76k | 333 | 228.23 |
| 2021-03-31 | $74k | 333 | 222.22 |
| 2020-12-31 | $65k | 333 | 195.20 |