iShares Russell 2000 Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 1.4k | 241.93 |
| 2025-06-30 | $301k | 1.4k | 215.87 |
| 2025-03-31 | $279k | 1.4k | 199.51 |
| 2024-12-31 | $308k | 1.4k | 220.94 |
| 2024-09-30 | $308k | 1.4k | 220.97 |
| 2024-06-30 | $287k | 1.4k | 202.90 |
| 2024-03-31 | $274k | 1.3k | 210.22 |
| 2023-12-31 | $292k | 1.5k | 200.76 |
| 2023-09-30 | $258k | 1.5k | 177.61 |
| 2023-06-30 | $272k | 1.5k | 187.32 |
| 2023-03-31 | $283k | 1.6k | 178.40 |
| 2022-12-31 | $277k | 1.6k | 174.32 |
| 2022-09-30 | $241k | 1.5k | 165.07 |
| 2022-06-30 | $344k | 2.0k | 169.29 |