iShares Russell 2000 Index shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor Advisory Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Windsor Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Windsor Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $170k | 704 | 241.83 |
| 2025-06-30 | $152k | 703 | 215.66 |
| 2025-03-31 | $276k | 1.4k | 199.42 |
| 2024-12-31 | $310k | 1.4k | 221.03 |
| 2024-09-30 | $305k | 1.4k | 220.95 |
| 2024-06-30 | $281k | 1.4k | 202.93 |
| 2024-03-31 | $291k | 1.4k | 210.34 |
| 2023-12-31 | $277k | 1.4k | 200.74 |
| 2023-09-30 | $244k | 1.4k | 176.74 |
| 2023-06-30 | $257k | 1.4k | 187.27 |
| 2023-03-31 | $278k | 1.6k | 178.40 |
| 2022-12-31 | $342k | 2.0k | 174.36 |