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iShares Russell 2000 Index shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Schneider Downs Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $633k 3.2k 200.71
2023-09-30 $563k 3.2k 176.74
2023-06-30 $727k 3.9k 187.27
2023-03-31 $704k 3.9k 178.40
2022-12-31 $668k 3.8k 174.36
2022-09-30 $602k 3.7k 164.80
2022-06-30 $619k 3.7k 169.45
2022-03-31 $773k 3.8k 205.31
2021-12-31 $816k 3.7k 222.40
2021-09-30 $823k 3.8k 218.71
2021-06-30 $804k 3.5k 229.39
2021-03-31 $706k 3.2k 221.04
2020-12-31 $599k 3.1k 195.94
2020-09-30 $525k 3.5k 149.70
2019-12-31 $279k 1.7k 165.58