iShares Russell 2000 Index shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $67k | 320 | 210.30 |
| 2023-12-31 | $64k | 320 | 200.71 |
| 2023-09-30 | $110k | 620 | 176.74 |
| 2023-06-30 | $116k | 620 | 187.27 |
| 2023-03-31 | $113k | 635 | 178.40 |
| 2022-03-31 | $216k | 1.1k | 205.71 |
| 2021-12-31 | $990k | 4.5k | 222.47 |
| 2021-09-30 | $230k | 1.1k | 219.05 |
| 2021-06-30 | $241k | 1.1k | 229.52 |
| 2021-03-31 | $232k | 1.1k | 220.95 |
| 2020-12-31 | $559k | 2.9k | 196.14 |
| 2020-09-30 | $427k | 2.9k | 149.82 |
| 2020-03-31 | $599k | 5.2k | 114.44 |
| 2019-12-31 | $1.2M | 7.3k | 165.62 |
| 2019-09-30 | $1.1M | 7.3k | 151.38 |
| 2019-06-30 | $1.3M | 8.3k | 155.55 |
| 2019-03-31 | $1.0M | 6.5k | 153.08 |
| 2018-12-31 | $882k | 6.6k | 133.86 |
| 2018-09-30 | $1.1M | 6.6k | 168.53 |
| 2018-06-30 | $1.1M | 6.8k | 163.75 |
| 2018-03-31 | $1.1M | 7.4k | 151.86 |
| 2017-12-31 | $1.1M | 7.4k | 152.40 |
| 2017-09-30 | $1.1M | 7.4k | 148.20 |
| 2017-06-30 | $1.0M | 7.4k | 140.88 |
| 2017-03-31 | $955k | 6.9k | 137.45 |
| 2016-12-31 | $944k | 7.0k | 134.90 |
| 2016-09-30 | $869k | 7.0k | 124.18 |
| 2016-06-30 | $805k | 7.0k | 115.03 |
| 2016-03-31 | $791k | 7.1k | 110.66 |
| 2015-12-31 | $782k | 694 | 1126.80 |
| 2015-09-30 | $693k | 6.3k | 109.17 |
| 2015-06-30 | $830k | 6.6k | 124.85 |
| 2015-03-31 | $933k | 7.5k | 124.43 |
| 2014-12-31 | $921k | 7.7k | 119.64 |
| 2014-09-30 | $863k | 7.9k | 109.41 |
| 2014-06-30 | $937k | 7.9k | 118.79 |
| 2014-03-31 | $1.1M | 9.2k | 116.38 |
| 2013-12-31 | $1.1M | 9.7k | 115.31 |
| 2013-09-30 | $1.0M | 9.7k | 106.63 |
| 2013-06-30 | $1.0M | 11k | 97.02 |
| 2013-03-31 | $1.1M | 12k | 94.45 |
| 2012-12-31 | $1.0M | 12k | 84.33 |
| 2012-09-30 | $1.3M | 15k | 83.43 |
| 2012-06-30 | $1.3M | 16k | 79.53 |
| 2012-03-31 | $1.5M | 18k | 82.82 |
| 2011-12-31 | $1.4M | 19k | 73.75 |
| 2011-03-31 | $1.7M | 20k | 84.16 |
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