iShares Russell 2000 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 5.6k | 200.71 |
| 2023-09-30 | $1.1M | 6.1k | 176.74 |
| 2023-06-30 | $1.1M | 6.1k | 187.27 |
| 2023-03-31 | $1.4M | 7.8k | 178.40 |
| 2022-12-31 | $1.5M | 8.5k | 174.36 |
| 2022-09-30 | $1.5M | 9.1k | 164.89 |
| 2022-06-30 | $1.7M | 10k | 169.36 |
| 2022-03-31 | $2.3M | 11k | 205.31 |
| 2021-12-31 | $1.5M | 6.8k | 222.52 |
| 2021-09-30 | $860k | 3.9k | 218.77 |
| 2021-06-30 | $774k | 3.4k | 229.47 |
| 2021-03-31 | $860k | 3.9k | 220.91 |
| 2020-12-31 | $709k | 3.6k | 196.13 |
| 2020-09-30 | $497k | 3.2k | 153.06 |
| 2020-06-30 | $466k | 3.3k | 143.12 |
| 2020-03-31 | $423k | 3.3k | 127.14 |
| 2019-12-31 | $224k | 1.4k | 165.44 |