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iShares Russell 2000 Index shares owned by Westover Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Westover Capital Advisors from 13F filings

Historical chart of Westover Capital 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 Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Westover Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $394k 1.6k 241.96
2025-06-30 $352k 1.6k 215.79
2025-03-31 $325k 1.6k 199.49
2024-12-31 $360k 1.6k 220.96
2024-09-30 $360k 1.6k 220.89