iShares Russell 2000 Index shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio 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 Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.1k | 241.94 |
| 2025-06-30 | $1.1M | 5.1k | 215.79 |
| 2025-03-31 | $1.1M | 5.7k | 199.48 |
| 2024-12-31 | $1.2M | 5.6k | 220.97 |
| 2024-09-30 | $1.2M | 5.4k | 220.90 |
| 2024-06-30 | $1.2M | 5.7k | 202.91 |
| 2024-03-31 | $1.3M | 6.3k | 210.32 |
| 2023-12-31 | $1.2M | 6.0k | 200.71 |
| 2023-09-30 | $3.0M | 17k | 176.74 |
| 2023-06-30 | $1.1M | 5.6k | 187.28 |
| 2023-03-31 | $1.2M | 6.8k | 178.41 |
| 2022-12-31 | $1.0M | 5.9k | 174.37 |
| 2022-09-30 | $3.6M | 22k | 164.92 |
| 2022-06-30 | $271k | 1.6k | 169.38 |
| 2022-03-31 | $356k | 1.7k | 205.31 |
| 2021-12-31 | $945k | 4.3k | 222.35 |
| 2021-09-30 | $2.8M | 13k | 218.73 |
| 2021-06-30 | $3.1M | 13k | 229.37 |
| 2020-12-31 | $2.9M | 15k | 196.03 |
| 2020-09-30 | $1.3M | 8.6k | 149.79 |
| 2019-12-31 | $6.8M | 41k | 165.67 |