iShares Russell 2000 Index shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 17k | 210.30 |
| 2023-12-31 | $3.3M | 16k | 200.71 |
| 2023-09-30 | $3.1M | 18k | 176.74 |
| 2023-06-30 | $3.5M | 19k | 187.27 |
| 2023-03-31 | $2.9M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.33 |
| 2022-09-30 | $2.7M | 16k | 164.89 |
| 2022-06-30 | $3.2M | 19k | 169.38 |
| 2022-03-31 | $4.4M | 22k | 205.29 |
| 2021-12-31 | $5.1M | 23k | 222.46 |
| 2021-09-30 | $4.6M | 21k | 218.75 |
| 2021-06-30 | $3.6M | 16k | 229.36 |
| 2021-03-31 | $3.0M | 14k | 220.91 |
| 2020-12-31 | $2.2M | 11k | 196.08 |
| 2020-09-30 | $2.5M | 17k | 149.78 |
| 2020-06-30 | $2.4M | 17k | 143.18 |
| 2020-03-31 | $1.2M | 11k | 114.42 |
| 2019-12-31 | $2.0M | 12k | 165.65 |
| 2019-09-30 | $885k | 5.8k | 151.38 |
| 2019-06-30 | $1.2M | 7.9k | 155.46 |
| 2019-03-31 | $1.2M | 8.0k | 153.09 |
| 2018-12-31 | $3.5M | 26k | 133.91 |
| 2018-09-30 | $5.1M | 30k | 168.57 |
| 2018-06-30 | $1.8M | 11k | 163.82 |
| 2018-03-31 | $901k | 5.9k | 151.79 |
| 2017-12-31 | $671k | 4.4k | 152.33 |
| 2017-09-30 | $776k | 5.2k | 148.28 |
| 2017-06-30 | $213k | 1.5k | 140.15 |