iShares Russell 2000 Index shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $280k | 1.3k | 210.30 |
| 2023-12-31 | $267k | 1.3k | 200.71 |
| 2023-09-30 | $210k | 1.2k | 176.74 |
| 2023-06-30 | $223k | 1.2k | 187.27 |
| 2023-03-31 | $231k | 1.3k | 178.40 |
| 2022-12-31 | $228k | 1.3k | 174.36 |
| 2022-09-30 | $214k | 1.3k | 164.62 |
| 2022-06-30 | $271k | 1.6k | 169.38 |
| 2022-03-31 | $301k | 1.5k | 205.60 |
| 2021-12-31 | $303k | 1.4k | 222.14 |
| 2021-09-30 | $246k | 1.1k | 218.86 |
| 2021-06-30 | $229k | 1.0k | 229.00 |
| 2021-03-31 | $221k | 1.0k | 221.00 |
| 2020-09-30 | $309k | 2.1k | 150.00 |
| 2020-06-30 | $370k | 2.6k | 143.36 |
| 2020-03-31 | $201k | 1.8k | 114.33 |
| 2019-12-31 | $276k | 1.7k | 165.77 |
| 2019-09-30 | $226k | 1.5k | 151.17 |
| 2019-06-30 | $225k | 1.5k | 155.17 |
| 2019-03-31 | $243k | 1.6k | 153.22 |
| 2018-12-31 | $267k | 2.0k | 133.77 |
| 2018-09-30 | $243k | 1.4k | 168.63 |
| 2018-06-30 | $236k | 1.4k | 163.78 |
| 2018-03-31 | $201k | 1.3k | 151.81 |
| 2016-03-31 | $119k | 1.1k | 110.70 |
| 2015-12-31 | $206k | 1.8k | 112.51 |