iShares Russell 2000 Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $483k | 2.3k | 210.30 |
| 2023-12-31 | $461k | 2.3k | 200.71 |
| 2023-09-30 | $406k | 2.3k | 176.74 |
| 2023-06-30 | $430k | 2.3k | 187.27 |
| 2023-03-31 | $410k | 2.3k | 178.40 |
| 2022-12-31 | $401k | 2.3k | 174.36 |
| 2022-09-30 | $379k | 2.3k | 164.93 |
| 2022-06-30 | $389k | 2.3k | 169.28 |
| 2022-03-31 | $477k | 2.3k | 207.57 |
| 2021-12-31 | $333k | 1.5k | 222.30 |