iShares Russell 2000 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $399k | 1.8k | 220.89 |
| 2024-06-30 | $360k | 1.8k | 202.89 |
| 2024-03-31 | $373k | 1.8k | 210.30 |
| 2023-12-31 | $356k | 1.8k | 200.71 |
| 2023-09-30 | $288k | 1.6k | 176.74 |
| 2023-06-30 | $305k | 1.6k | 187.27 |
| 2023-03-31 | $292k | 1.6k | 178.40 |
| 2022-12-31 | $249k | 1.4k | 174.36 |
| 2022-09-30 | $247k | 1.5k | 164.78 |
| 2022-06-30 | $231k | 1.4k | 168.86 |
| 2022-03-31 | $311k | 1.5k | 205.15 |
| 2021-12-31 | $337k | 1.5k | 222.30 |