iShares Russell 2000 Index shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 13k | 210.30 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2023-09-30 | $2.2k | 12k | 0.18 |
| 2023-06-30 | $2.1M | 11k | 187.27 |
| 2023-03-31 | $2.3M | 13k | 178.40 |
| 2022-12-31 | $3.6M | 21k | 174.36 |
| 2022-09-30 | $2.3M | 14k | 164.76 |
| 2022-06-30 | $4.1M | 24k | 169.37 |
| 2022-03-31 | $2.9M | 14k | 205.25 |
| 2021-12-31 | $2.8M | 13k | 222.34 |
| 2021-09-30 | $3.1M | 14k | 218.78 |
| 2021-06-30 | $2.5M | 11k | 229.40 |
| 2021-03-31 | $1.7M | 7.6k | 223.14 |
| 2020-12-31 | $1.6M | 8.3k | 196.11 |
| 2020-09-30 | $1.3M | 9.0k | 149.83 |
| 2020-06-30 | $1.4M | 9.8k | 143.01 |
| 2020-03-31 | $418k | 3.7k | 113.33 |
| 2019-12-31 | $705k | 4.3k | 165.61 |
| 2019-09-30 | $1.1M | 7.1k | 151.25 |
| 2019-06-30 | $1.0M | 6.5k | 155.41 |
| 2019-03-31 | $772k | 5.0k | 153.13 |
| 2018-12-31 | $3.6M | 27k | 133.91 |
| 2018-09-30 | $541k | 3.2k | 168.40 |
| 2018-06-30 | $632k | 3.9k | 163.63 |
| 2018-03-31 | $699k | 4.6k | 151.91 |
More positions owned by Pinnacle Wealth Planning Services
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