iShares Russell 2000 Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Atlantic Private 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 Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $114k | 516 | 221.18 |
| 2024-06-30 | $105k | 517 | 202.76 |
| 2024-03-31 | $109k | 517 | 210.17 |
| 2023-12-31 | $104k | 517 | 200.59 |
| 2023-09-30 | $91k | 517 | 176.63 |
| 2023-06-30 | $184k | 983 | 187.21 |
| 2023-03-31 | $175k | 983 | 178.34 |
| 2022-03-31 | $212k | 1.0k | 205.23 |
| 2021-12-31 | $230k | 1.0k | 222.65 |