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iShares Russell 2000 Index shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon 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 Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 14k 210.30
2023-12-31 $2.8M 14k 200.71
2023-09-30 $2.4M 14k 176.74
2023-06-30 $2.6M 14k 187.27
2023-03-31 $2.5M 14k 178.40
2022-12-31 $2.4M 14k 174.36
2022-09-30 $1.8M 11k 164.93
2022-06-30 $1.9M 11k 169.33
2022-03-31 $2.3M 11k 205.26