iShares Russell 2000 Index shares owned by 1776 Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by 1776 Wealth
from 13F filings
Historical chart of 1776 Wealth investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by 1776 Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 1.0k | 241.96 |
| 2025-06-30 | $216k | 1.0k | 215.79 |
| 2024-12-31 | $221k | 1.0k | 220.96 |
| 2024-09-30 | $221k | 1.0k | 220.89 |
| 2024-06-30 | $203k | 1.0k | 202.89 |
| 2024-03-31 | $210k | 1.0k | 210.30 |
| 2022-03-31 | $205k | 1.0k | 205.00 |
| 2021-12-31 | $222k | 1.0k | 222.00 |
| 2021-09-30 | $219k | 1.0k | 219.00 |
| 2021-06-30 | $229k | 1.0k | 229.00 |
| 2021-03-31 | $221k | 1.0k | 221.00 |
| 2020-12-31 | $216k | 1.1k | 196.36 |
| 2020-06-30 | $100k | 700 | 142.86 |