Ownership history in FIRST FOUNDATION ADVISORS · 36 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in iShares Russell 2000 Index Fd RUSSELL2000 (IWM). 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 | 129,460 | +9,505 | +7.9% | 1.20% | $31.9M | $245.72 |
| 2025 Q3 | ADDED | 119,955 | +1,880 | +1.6% | 1.07% | $29.0M | $240.72 |
| 2025 Q2 | REDUCED | 118,075 | -3,826 | -3.1% | 0.94% | $25.5M | $214.08 |
| 2025 Q1 | ADDED | 121,901 | +6,890 | +6.0% | 0.99% | $24.3M | $197.36 |
| 2024 Q4 | ADDED | 115,011 | +9,263 | +8.8% | 0.96% | $25.4M | $218.11 |
| 2024 Q3 | ADDED | 105,748 | +4,434 | +4.4% | 0.88% | $23.4M | $217.40 |
| 2024 Q2 | ADDED | 101,314 | +8,178 | +8.8% | 0.79% | $20.6M | $199.01 |
| 2024 Q1 | ADDED | 93,136 | +2,964 | +3.3% | 0.78% | $19.6M | $205.70 |
| 2023 Q4 | ADDED | 90,172 | +7,493 | +9.1% | 0.82% | $18.1M | $195.82 |
| 2023 Q3 | ADDED | 82,679 | +76 | +0.1% | 0.68% | $14.6M | $171.81 |
As of 2025 Q4 — sorted by position size