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iShares Russell 2000 Index shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor 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 Wiser Advisor 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8k 20 241.95
2025-03-31 $4.0k 20 199.50
2024-12-31 $4.4k 20 220.95