Ownership history in D.A. DAVIDSON & CO. · 87 quarters on record
This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in IShares Russell 2000 Index Fun (IWO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 532,522 | +10,967 | +2.1% | 1.05% | $172.0M | $322.91 |
| 2025 Q3 | ADDED | 521,555 | +9,433 | +1.8% | 1.07% | $166.9M | $319.24 |
| 2025 Q2 | ADDED | 512,122 | +17,568 | +3.6% | 1.03% | $146.4M | $284.81 |
| 2025 Q1 | ADDED | 494,554 | +17,213 | +3.6% | 1.01% | $126.4M | $254.29 |
| 2024 Q4 | ADDED | 477,341 | +6,649 | +1.4% | 1.12% | $137.4M | $286.01 |
| 2024 Q3 | ADDED | 470,692 | +7,434 | +1.6% | 1.10% | $133.7M | $281.25 |
| 2024 Q2 | ADDED | 463,258 | +5,892 | +1.3% | 1.08% | $121.6M | $259.49 |
| 2024 Q1 | ADDED | 457,366 | +5,318 | +1.2% | 1.12% | $123.9M | $267.29 |
| 2023 Q4 | ADDED | 452,048 | +5,281 | +1.2% | 1.12% | $114.0M | $248.63 |
| 2023 Q3 | ADDED | 446,767 | +6,658 | +1.5% | 1.09% | $100.1M | $220.45 |
As of 2025 Q4 — sorted by position size