iShares Russell 2000 Index shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.3M | 12k | 187.28 |
| 2023-03-31 | $2.1M | 12k | 178.40 |
| 2022-12-31 | $2.0M | 12k | 174.34 |
| 2022-09-30 | $1.9M | 12k | 164.94 |
| 2022-06-30 | $1.9M | 11k | 169.39 |
| 2022-03-31 | $1.5M | 7.2k | 205.22 |
| 2021-12-31 | $1.6M | 7.2k | 222.39 |
| 2021-09-30 | $1.6M | 7.1k | 218.77 |
| 2021-06-30 | $1.2M | 5.4k | 229.29 |
| 2021-03-31 | $1.2M | 5.4k | 220.98 |
| 2020-12-31 | $834k | 4.3k | 196.00 |
| 2020-09-30 | $637k | 4.3k | 149.81 |
| 2020-06-30 | $613k | 4.3k | 143.22 |
| 2020-03-31 | $421k | 3.7k | 114.53 |
| 2019-12-31 | $370k | 2.2k | 165.47 |
| 2019-09-30 | $338k | 2.2k | 151.43 |
| 2019-06-30 | $347k | 2.2k | 155.47 |
| 2019-03-31 | $335k | 2.2k | 153.11 |
| 2018-12-31 | $210k | 1.6k | 133.59 |
| 2018-09-30 | $264k | 1.6k | 168.26 |
| 2017-12-31 | $231k | 1.5k | 152.78 |