iShares Russell 2000 Index shares owned by Altus Wealth Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Altus Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Altus Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $284k | 1.4k | 200.71 |
2023-09-30 | $249k | 1.4k | 176.74 |
2023-06-30 | $264k | 1.4k | 187.27 |
2023-03-31 | $347k | 1.9k | 178.40 |
2022-12-31 | $331k | 1.9k | 174.36 |
2021-03-31 | $10k | 45 | 222.22 |
2020-12-31 | $11k | 55 | 200.00 |