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
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Quarterly reported holdings in iShares Russell 2000 Index by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |