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iShares Russell 2000 Index shares owned by Merit Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 15k 201.90
2023-12-31 $2.9M 15k 200.71
2023-09-30 $2.9M 17k 176.74
2023-06-30 $3.2M 17k 187.27
2023-03-31 $3.3M 19k 178.40
2022-12-31 $3.7M 21k 174.36
2022-09-30 $3.1M 19k 164.95
2022-06-30 $3.2M 19k 169.34
2022-03-31 $4.0M 19k 205.26
2021-12-31 $4.4M 20k 222.46
2021-09-30 $4.3M 20k 218.74
2021-06-30 $4.5M 20k 229.38
2021-03-31 $4.1M 18k 220.97
2020-12-31 $2.4M 13k 196.06
2020-09-30 $1.5M 10k 149.76
2020-06-30 $696k 4.9k 143.24
2020-03-31 $601k 5.2k 114.50
2019-12-31 $1.2M 7.4k 165.70
2019-09-30 $526k 3.5k 151.37