iShares Russell 2000 Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 35k | 241.96 |
| 2025-06-30 | $9.5M | 44k | 215.79 |
| 2025-03-31 | $6.2M | 31k | 199.49 |
| 2024-12-31 | $11M | 48k | 220.96 |
| 2024-09-30 | $7.7M | 35k | 220.89 |
| 2024-06-30 | $7.0M | 35k | 202.89 |
| 2024-03-31 | $10M | 49k | 210.30 |
| 2023-12-31 | $11M | 57k | 200.71 |
| 2023-09-30 | $7.9M | 45k | 176.74 |
| 2023-06-30 | $3.0M | 16k | 187.27 |
| 2023-03-31 | $3.0M | 17k | 178.40 |
| 2022-12-31 | $4.0M | 23k | 174.38 |
| 2022-09-30 | $1.7M | 10k | 164.90 |
| 2022-06-30 | $1.7M | 10k | 169.47 |
| 2022-03-31 | $5.0M | 24k | 205.29 |
| 2021-12-31 | $4.1M | 18k | 222.41 |