iShares Russell 2000 Index shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Xcel Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $338k | 1.6k | 210.30 |
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