Ulland Investment Advisors »

iShares Russell 2000 Index shares owned by Ulland Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ulland Investment Advisors from 13F filings

Historical chart of Ulland Investment 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 Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 50 220.00
2023-12-31 $10k 50 200.00
2023-09-30 $9.0k 50 180.00
2023-06-30 $9.0k 50 180.00
2023-03-31 $9.0k 50 180.00
2022-12-31 $9.0k 50 180.00
2022-09-30 $8.0k 50 160.00
2022-06-30 $8.0k 50 160.00
2022-03-31 $10k 50 200.00
2021-12-31 $11k 50 220.00