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 csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Aprio Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |