iShares Russell 2000 Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by J.w. Cole 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 70k | 210.12 |
| 2023-12-31 | $15M | 72k | 200.71 |
| 2023-09-30 | $7.9M | 45k | 176.74 |
| 2023-06-30 | $8.3M | 45k | 187.27 |
| 2023-03-31 | $10M | 57k | 178.40 |
| 2022-12-31 | $11M | 60k | 174.36 |
| 2022-09-30 | $9.6M | 58k | 164.92 |
| 2022-06-30 | $8.8M | 52k | 169.36 |
| 2022-03-31 | $3.6M | 6.1M | 0.60 |
| 2021-12-31 | $11M | 49k | 222.45 |
| 2021-06-30 | $10M | 45k | 229.36 |
| 2021-03-31 | $9.9M | 45k | 220.95 |
| 2020-12-31 | $8.6M | 44k | 196.06 |
| 2020-09-30 | $3.8M | 25k | 149.79 |
| 2020-06-30 | $6.4M | 45k | 143.17 |
| 2020-03-31 | $640k | 5.6k | 114.51 |
| 2019-12-31 | $7.8M | 47k | 165.68 |