WS Portfolio Advisory »

iShares Russell 2000 Index shares owned by WS Portfolio Advisory

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WS Portfolio Advisory from 13F filings

Historical chart of WS Portfolio Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by WS Portfolio Advisory 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 WS Portfolio Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $105M 500k 210.30