iShares Russell 2000 Index shares owned by Altium Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $599k | 3.5k | 169.45 |
| 2022-03-31 | $566k | 2.8k | 205.30 |
| 2021-12-31 | $613k | 2.8k | 222.34 |
| 2021-09-30 | $603k | 2.8k | 218.72 |
| 2021-06-30 | $632k | 2.8k | 229.23 |
| 2021-03-31 | $609k | 2.8k | 220.89 |
| 2020-12-31 | $541k | 2.8k | 196.16 |
| 2020-09-30 | $408k | 2.7k | 149.78 |
| 2020-06-30 | $390k | 2.7k | 143.17 |
| 2020-03-31 | $401k | 3.5k | 114.54 |
| 2019-12-31 | $528k | 3.2k | 165.78 |
| 2019-09-30 | $557k | 3.7k | 151.24 |
| 2019-06-30 | $573k | 3.7k | 155.58 |
| 2019-03-31 | $811k | 5.3k | 153.08 |
| 2018-12-31 | $674k | 5.0k | 134.00 |
| 2018-09-30 | $992k | 5.9k | 168.51 |
| 2018-06-30 | $1.0M | 6.2k | 163.72 |
| 2018-03-31 | $648k | 4.3k | 151.93 |
| 2017-12-31 | $663k | 4.3k | 152.48 |