iShares Russell 2000 Index shares owned by AAFCPAs Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by AAFCPAs Wealth Management
from 13F filings
Historical chart of AAFCPAs Wealth Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by AAFCPAs Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by AAFCPAs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $690k | 3.1k | 220.86 |
| 2024-06-30 | $636k | 3.1k | 202.87 |
| 2024-03-31 | $661k | 3.1k | 210.31 |
| 2023-12-31 | $675k | 3.4k | 200.70 |
| 2023-09-30 | $638k | 3.6k | 176.72 |
| 2023-06-30 | $639k | 3.4k | 187.24 |
| 2023-03-31 | $647k | 3.6k | 178.26 |
| 2022-12-31 | $695k | 4.0k | 174.31 |
| 2022-09-30 | $675k | 4.1k | 165.08 |
| 2022-06-30 | $711k | 4.2k | 169.16 |
| 2022-03-31 | $890k | 4.3k | 205.40 |
| 2021-12-31 | $974k | 4.4k | 222.37 |
| 2021-09-30 | $969k | 4.4k | 218.83 |
| 2021-06-30 | $1.0M | 4.4k | 229.43 |
| 2021-03-31 | $1.3M | 5.7k | 221.31 |
| 2020-12-31 | $1.2M | 6.0k | 196.05 |