iShares Russell 2000 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $558k | 2.7k | 210.30 |
2023-12-31 | $881k | 4.4k | 200.71 |
2023-09-30 | $798k | 4.5k | 176.74 |
2023-06-30 | $838k | 4.5k | 185.78 |
2023-03-31 | $806k | 4.5k | 178.40 |
2022-12-31 | $788k | 4.5k | 174.36 |
2022-09-30 | $768k | 4.7k | 164.98 |
2022-06-30 | $784k | 4.6k | 169.40 |
2022-03-31 | $948k | 4.6k | 205.24 |
2021-12-31 | $1.0M | 4.7k | 222.48 |
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