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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |