iShares Russell 2000 Index shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial 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 WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 9.0k | 241.96 |