iShares Russell 2000 Growth Index shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $920k | 3.4k | 270.80 |
| 2023-12-31 | $857k | 3.4k | 252.22 |
| 2023-09-30 | $762k | 3.4k | 224.15 |
| 2023-06-30 | $825k | 3.4k | 242.66 |
| 2023-03-31 | $771k | 3.4k | 226.82 |
| 2022-12-31 | $729k | 3.4k | 214.52 |
| 2022-09-30 | $702k | 3.4k | 206.53 |
| 2022-06-30 | $701k | 3.4k | 206.18 |
| 2022-03-31 | $870k | 3.4k | 255.88 |
| 2021-12-31 | $996k | 3.4k | 292.94 |
| 2021-09-30 | $998k | 3.4k | 293.53 |
| 2021-06-30 | $1.1M | 3.4k | 311.76 |
| 2021-03-31 | $1.0M | 3.4k | 300.88 |
| 2020-12-31 | $975k | 3.4k | 286.76 |
| 2020-09-30 | $753k | 3.4k | 221.47 |
| 2020-06-30 | $703k | 3.4k | 206.76 |
| 2020-03-31 | $538k | 3.4k | 158.24 |
| 2019-12-31 | $728k | 3.4k | 214.12 |
| 2019-09-30 | $655k | 3.4k | 192.65 |
| 2019-06-30 | $665k | 3.4k | 195.59 |
| 2019-03-31 | $669k | 3.4k | 196.76 |
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