iShares Russell 2000 Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Intergy Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $257k | 1.2k | 210.30 |
2023-12-31 | $246k | 1.2k | 200.71 |
2023-09-30 | $222k | 1.3k | 176.67 |
2023-06-30 | $257k | 1.4k | 187.20 |
2023-03-31 | $293k | 1.6k | 178.35 |
2022-12-31 | $219k | 1.3k | 174.29 |
2022-09-30 | $224k | 1.4k | 164.71 |
2022-06-30 | $266k | 1.6k | 169.64 |
2022-03-31 | $322k | 1.6k | 205.36 |
2021-12-31 | $303k | 1.4k | 222.79 |