iShares Russell 2000 Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.4M | 35k | 210.31 |
| 2023-12-31 | $7.3M | 36k | 200.71 |
| 2023-09-30 | $6.9M | 39k | 177.52 |
| 2023-06-30 | $7.1M | 38k | 187.26 |
| 2023-03-31 | $5.1M | 28k | 178.39 |
| 2022-12-31 | $4.9M | 28k | 174.35 |
| 2022-09-30 | $5.0M | 30k | 164.94 |
| 2021-12-31 | $12M | 53k | 222.45 |
| 2021-09-30 | $11M | 52k | 218.78 |
| 2021-06-30 | $11M | 49k | 229.37 |
| 2021-03-31 | $13M | 57k | 222.59 |
| 2020-12-31 | $11M | 56k | 196.06 |
| 2020-09-30 | $8.2M | 55k | 149.79 |
| 2020-06-30 | $8.2M | 57k | 143.18 |
| 2020-03-31 | $2.4M | 21k | 114.44 |
| 2019-12-31 | $14M | 84k | 165.67 |
| 2019-09-30 | $8.0M | 53k | 151.35 |
| 2019-03-31 | $7.7M | 50k | 153.09 |
| 2018-12-31 | $3.5M | 26k | 133.91 |
| 2018-06-30 | $4.6M | 27k | 166.56 |
| 2018-03-31 | $3.4M | 22k | 154.64 |
| 2017-12-31 | $3.2M | 21k | 156.53 |
| 2017-09-30 | $2.1M | 14k | 148.25 |
| 2017-06-30 | $2.0M | 14k | 140.00 |
| 2017-03-31 | $1.8M | 13k | 137.49 |
| 2016-12-31 | $2.1M | 15k | 139.59 |