iShares Russell 2000 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 32k | 220.89 |
| 2024-06-30 | $6.5M | 32k | 202.89 |
| 2024-03-31 | $6.7M | 32k | 210.30 |
| 2023-12-31 | $6.9M | 34k | 200.71 |
| 2023-09-30 | $6.2M | 35k | 176.74 |
| 2023-06-30 | $5.2M | 28k | 187.27 |
| 2023-03-31 | $5.0M | 28k | 178.40 |
| 2022-12-31 | $4.5M | 26k | 174.36 |
| 2022-09-30 | $4.2M | 26k | 164.92 |
| 2022-06-30 | $4.3M | 26k | 169.35 |
| 2022-03-31 | $5.2M | 26k | 205.26 |
| 2021-12-31 | $5.6M | 25k | 222.44 |
| 2021-09-30 | $5.0M | 23k | 218.77 |
| 2021-06-30 | $5.3M | 23k | 229.35 |
| 2021-03-31 | $5.1M | 23k | 220.96 |
| 2020-12-31 | $4.5M | 23k | 196.08 |
| 2020-09-30 | $3.4M | 23k | 149.79 |
| 2020-06-30 | $3.3M | 23k | 143.19 |
| 2020-03-31 | $3.7M | 33k | 114.45 |
| 2019-12-31 | $5.4M | 33k | 165.66 |
| 2019-09-30 | $4.9M | 32k | 151.35 |
| 2019-06-30 | $5.5M | 35k | 155.50 |
| 2019-03-31 | $4.0M | 26k | 153.11 |
| 2018-12-31 | $3.5M | 26k | 133.89 |
| 2018-09-30 | $1.2M | 6.9k | 168.61 |
| 2018-06-30 | $485k | 3.0k | 163.80 |
| 2018-03-31 | $450k | 3.0k | 151.98 |
| 2017-12-31 | $431k | 2.8k | 152.62 |
| 2017-09-30 | $416k | 2.8k | 148.20 |
| 2017-06-30 | $394k | 2.8k | 140.97 |
| 2017-03-31 | $384k | 2.8k | 137.39 |
| 2016-12-31 | $511k | 3.8k | 134.94 |