iShares Russell 2000 Index shares owned by Accel Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel 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 Accel 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 Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $772k | 3.5k | 220.92 |
| 2024-06-30 | $695k | 3.4k | 202.91 |
| 2024-03-31 | $686k | 3.3k | 210.29 |
| 2023-12-31 | $605k | 3.0k | 200.74 |
| 2023-03-31 | $23k | 128 | 178.40 |
| 2022-12-31 | $22k | 128 | 174.36 |
| 2022-09-30 | $23k | 128 | 179.69 |
| 2022-06-30 | $22k | 128 | 171.88 |
| 2022-03-31 | $35k | 168 | 208.33 |
| 2021-12-31 | $37k | 168 | 220.24 |
| 2021-09-30 | $37k | 168 | 220.24 |
| 2021-06-30 | $39k | 168 | 232.14 |
| 2021-03-31 | $37k | 168 | 220.24 |
| 2020-12-31 | $38k | 196 | 193.88 |