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iShares Russell 2000 Index shares owned by Alteri Wealth

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Alteri Wealth from 13F filings

Historical chart of Alteri Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Alteri Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $236M 977 241960.08
2025-06-30 $207M 958 215790.19