iShares Russell 2000 Index shares owned by 49 Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 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 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 1.8k | 242.02 |
| 2025-06-30 | $344k | 1.6k | 215.76 |
| 2025-03-31 | $337k | 1.7k | 199.52 |
| 2024-12-31 | $347k | 1.6k | 220.99 |
| 2024-09-30 | $389k | 1.8k | 220.90 |
| 2024-06-30 | $5.8M | 29k | 201.19 |
| 2024-03-31 | $282k | 1.4k | 208.28 |
| 2023-12-31 | $301k | 1.5k | 200.66 |