iShares Russell 2000 Index shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $151k | 683 | 220.96 |
| 2024-09-30 | $162k | 733 | 220.89 |
| 2024-06-30 | $321k | 1.6k | 202.89 |
| 2024-03-31 | $297k | 1.4k | 210.30 |
| 2023-12-31 | $91k | 453 | 200.71 |
| 2023-09-30 | $80k | 453 | 176.74 |
| 2023-06-30 | $93k | 528 | 175.50 |
| 2023-03-31 | $94k | 528 | 178.40 |
| 2022-12-31 | $92k | 528 | 174.36 |
| 2022-09-30 | $87k | 528 | 164.77 |
| 2022-06-30 | $89k | 528 | 168.56 |
| 2022-03-31 | $111k | 539 | 205.94 |
| 2021-12-31 | $120k | 539 | 222.63 |
| 2021-09-30 | $118k | 539 | 218.92 |
| 2021-06-30 | $124k | 539 | 230.06 |
| 2021-03-31 | $119k | 539 | 220.78 |
| 2020-12-31 | $106k | 539 | 196.66 |
| 2020-09-30 | $81k | 539 | 150.28 |
| 2020-06-30 | $77k | 539 | 142.86 |
| 2020-03-31 | $62k | 539 | 115.03 |
| 2019-12-31 | $89k | 539 | 165.12 |
| 2019-09-30 | $82k | 539 | 152.13 |
| 2019-06-30 | $84k | 539 | 155.84 |
| 2019-03-31 | $83k | 539 | 153.99 |
| 2018-12-31 | $72k | 539 | 133.58 |
| 2018-09-30 | $91k | 539 | 168.83 |
| 2018-06-30 | $83k | 506 | 164.03 |
| 2018-03-31 | $6.0k | 37 | 162.16 |
| 2017-12-31 | $6.0k | 37 | 162.16 |
| 2017-09-30 | $5.0k | 37 | 135.14 |
| 2017-03-31 | $5.0k | 37 | 135.14 |
| 2016-12-31 | $5.0k | 37 | 135.14 |
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