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iShares Russell 2000 Index shares owned by Wunderlich Capital Managemnt

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wunderlich Capital Managemnt from 13F filings

Historical chart of Wunderlich Capital Managemnt investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Wunderlich Capital Managemnt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Wunderlich Capital Managemnt

Quarter filed Position value Share count Share price at filing
2023-12-31 $381k 1.9k 200.71
2023-09-30 $331k 1.9k 176.74
2023-06-30 $334k 1.8k 187.22
2023-03-31 $318k 1.8k 178.25
2022-12-31 $305k 1.7k 174.39
2022-09-30 $277k 1.7k 164.68
2022-06-30 $280k 1.7k 169.29
2022-03-31 $389k 1.9k 205.39
2021-12-31 $464k 2.1k 222.54
2021-09-30 $455k 2.1k 218.96
2021-06-30 $494k 2.2k 223.43
2021-03-31 $465k 2.1k 220.80
2020-12-31 $424k 2.2k 195.84
2020-09-30 $324k 2.2k 149.65
2020-06-30 $303k 2.1k 143.26
2020-03-31 $278k 2.4k 114.59
2019-12-31 $448k 2.7k 165.80
2019-09-30 $420k 2.8k 151.52
2019-06-30 $439k 2.8k 155.62
2019-03-31 $431k 2.8k 152.78
2018-12-31 $393k 2.9k 133.95
2016-12-31 $316k 2.3k 135.04
2016-09-30 $291k 2.3k 124.36
2016-06-30 $269k 2.3k 114.96
2015-12-31 $287k 2.5k 112.77
2015-09-30 $262k 2.4k 109.39
2014-12-31 $270k 2.3k 118.63
2014-03-31 $440k 3.8k 116.80
2013-12-31 $450k 3.9k 116.43