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iShares Russell 2000 Index shares owned by Avid Wealth Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Avid Wealth Partners from 13F filings

Historical chart of Avid Wealth Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $278k 1.3k 210.30
2023-12-31 $8.9M 44k 200.71