iShares Russell 2000 Index shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $1.3M | 9.5k | 140.91 |
| 2017-03-31 | $698k | 5.1k | 137.54 |
| 2016-12-31 | $730k | 5.4k | 134.84 |
| 2016-09-30 | $584k | 4.7k | 124.20 |
| 2016-06-30 | $532k | 4.6k | 114.90 |
| 2016-03-31 | $548k | 4.9k | 110.73 |
| 2015-12-31 | $723k | 6.4k | 112.63 |
| 2015-09-30 | $759k | 7.0k | 109.21 |
| 2015-06-30 | $952k | 7.6k | 124.89 |
| 2015-03-31 | $735k | 5.9k | 124.34 |
| 2014-12-31 | $542k | 4.5k | 119.59 |
| 2014-09-30 | $491k | 4.5k | 109.28 |
| 2014-06-30 | $524k | 4.4k | 118.85 |
| 2014-03-31 | $516k | 4.4k | 116.27 |
| 2013-12-31 | $1.0M | 9.0k | 115.30 |
| 2013-09-30 | $719k | 6.7k | 106.68 |
| 2013-06-30 | $738k | 7.6k | 97.02 |
| 2013-03-31 | $541k | 5.7k | 94.45 |
| 2012-06-30 | $419k | 5.3k | 79.48 |
| 2012-03-31 | $1.5M | 18k | 82.80 |
| 2011-12-31 | $575k | 7.8k | 73.76 |