iShares Russell 2000 Index shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 945 | 669.30 |
| 2025-03-31 | $10k | 52 | 199.50 |
| 2024-12-31 | $12k | 52 | 220.96 |
| 2024-09-30 | $12k | 52 | 220.90 |
| 2024-06-30 | $11k | 52 | 202.90 |
| 2024-03-31 | $11k | 52 | 210.31 |
| 2023-12-31 | $10k | 52 | 200.71 |
| 2023-09-30 | $9.2k | 52 | 176.75 |
| 2023-06-30 | $9.7k | 52 | 187.29 |
| 2023-03-31 | $9.3k | 52 | 178.40 |
| 2022-12-31 | $9.1k | 52 | 174.37 |