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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |