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iShares Russell 2000 Index shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 999 210.30
2023-12-31 $216k 1.1k 200.71
2022-03-31 $205k 1.0k 205.00
2021-12-31 $222k 1.0k 222.00
2021-09-30 $219k 1.0k 219.00
2021-06-30 $229k 1.0k 229.00
2021-03-31 $221k 1.0k 221.00
2019-06-30 $6.3M 41k 155.51