iShares Russell 2000 Index shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $618k | 3.1k | 200.72 |
| 2023-09-30 | $14M | 80k | 176.74 |
| 2023-06-30 | $15M | 80k | 187.27 |
| 2023-03-31 | $13M | 74k | 178.40 |
| 2022-12-31 | $13M | 73k | 174.21 |
| 2022-09-30 | $12M | 72k | 164.92 |
| 2022-06-30 | $9.4M | 55k | 169.21 |
| 2022-03-31 | $15M | 72k | 205.27 |
| 2021-12-31 | $15M | 69k | 222.46 |
| 2021-09-30 | $15M | 67k | 218.75 |
| 2021-06-30 | $15M | 65k | 229.38 |
| 2021-03-31 | $14M | 63k | 220.95 |
| 2020-12-31 | $12M | 60k | 196.07 |
| 2020-09-30 | $8.5M | 57k | 149.78 |
| 2020-06-30 | $7.8M | 54k | 143.17 |
| 2020-03-31 | $5.8M | 51k | 114.47 |
| 2019-12-31 | $11M | 65k | 165.67 |
| 2019-09-30 | $9.9M | 66k | 151.34 |
| 2019-06-30 | $9.8M | 63k | 155.50 |
| 2019-03-31 | $9.3M | 61k | 153.08 |
| 2018-12-31 | $7.1M | 53k | 133.90 |
| 2018-09-30 | $9.5M | 56k | 168.54 |
| 2018-06-30 | $9.0M | 55k | 163.78 |
| 2018-03-31 | $8.1M | 53k | 151.83 |
| 2017-12-31 | $7.4M | 49k | 152.47 |
| 2017-09-30 | $7.0M | 47k | 148.16 |
| 2017-06-30 | $6.3M | 45k | 140.91 |
| 2017-03-31 | $5.9M | 43k | 137.47 |
| 2016-12-31 | $5.8M | 43k | 134.85 |
| 2016-09-30 | $5.2M | 42k | 124.21 |
| 2016-06-30 | $4.8M | 42k | 114.97 |
| 2016-03-31 | $4.0M | 36k | 110.63 |
| 2015-12-31 | $3.8M | 34k | 112.63 |
| 2015-09-30 | $3.6M | 33k | 109.20 |
| 2015-06-30 | $4.1M | 33k | 124.85 |
| 2015-03-31 | $3.8M | 30k | 124.36 |
| 2014-12-31 | $2.1M | 18k | 119.62 |
| 2014-09-30 | $1.7M | 16k | 109.36 |
| 2014-06-30 | $1.9M | 16k | 118.78 |
| 2014-03-31 | $1.6M | 14k | 116.34 |
| 2013-12-31 | $1.4M | 13k | 115.34 |