iShares Russell 2000 Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $563k | 2.7k | 210.30 |
| 2023-12-31 | $538k | 2.7k | 200.71 |
| 2023-09-30 | $559k | 3.2k | 176.74 |
| 2023-06-30 | $593k | 3.2k | 187.27 |
| 2023-03-31 | $574k | 3.2k | 178.40 |
| 2022-12-31 | $561k | 3.2k | 174.36 |
| 2022-09-30 | $562k | 3.4k | 164.95 |
| 2022-06-30 | $288k | 1.7k | 169.51 |
| 2022-03-31 | $225k | 1.1k | 204.73 |
| 2021-12-31 | $214k | 964 | 221.99 |
| 2021-09-30 | $202k | 924 | 218.61 |
| 2021-06-30 | $207k | 904 | 228.98 |
| 2021-03-31 | $200k | 904 | 221.24 |
| 2020-03-31 | $220k | 1.9k | 115.61 |
| 2019-12-31 | $1.6M | 9.5k | 165.56 |
| 2019-09-30 | $1.4M | 9.6k | 151.13 |
| 2019-06-30 | $1.5M | 9.8k | 155.52 |
| 2019-03-31 | $5.1M | 33k | 153.09 |
| 2018-12-31 | $4.5M | 34k | 133.89 |
| 2018-09-30 | $5.4M | 33k | 163.81 |
| 2018-06-30 | $5.5M | 33k | 165.01 |
| 2018-03-31 | $4.0M | 26k | 151.75 |
| 2017-12-31 | $4.5M | 29k | 152.63 |
| 2017-09-30 | $5.1M | 34k | 149.37 |
| 2017-06-30 | $4.5M | 32k | 139.77 |
| 2017-03-31 | $4.4M | 33k | 134.35 |
| 2016-12-31 | $4.5M | 33k | 135.52 |
More positions owned by Shepherd Financial Partners
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