iShares Russell 2000 Index shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $441k | 2.0k | 220.94 |
| 2024-06-30 | $405k | 2.0k | 202.94 |
| 2024-03-31 | $419k | 2.0k | 210.27 |
| 2023-12-31 | $405k | 2.0k | 200.71 |
| 2023-09-30 | $386k | 2.2k | 176.75 |
| 2023-06-30 | $639k | 3.4k | 187.28 |
| 2023-03-31 | $788k | 4.4k | 178.41 |
| 2022-12-31 | $574k | 3.3k | 174.37 |
| 2022-09-30 | $543k | 3.3k | 165.05 |
| 2022-06-30 | $554k | 3.3k | 169.32 |
| 2022-03-31 | $671k | 3.3k | 205.32 |
| 2021-12-31 | $725k | 3.3k | 222.60 |
| 2021-09-30 | $744k | 3.4k | 218.63 |
| 2021-06-30 | $793k | 3.5k | 229.46 |
| 2021-03-31 | $738k | 3.3k | 220.83 |
| 2020-12-31 | $781k | 4.0k | 196.03 |
| 2020-09-30 | $559k | 3.7k | 149.75 |
| 2020-06-30 | $497k | 3.5k | 143.02 |
| 2020-03-31 | $369k | 3.2k | 114.42 |
| 2019-12-31 | $534k | 3.2k | 165.74 |
| 2019-09-30 | $487k | 3.2k | 151.24 |
| 2019-06-30 | $500k | 3.2k | 155.52 |
| 2019-03-31 | $492k | 3.2k | 153.18 |
| 2018-12-31 | $430k | 3.2k | 133.96 |
| 2018-09-30 | $520k | 3.1k | 168.50 |
| 2018-06-30 | $505k | 3.1k | 163.75 |
| 2018-03-31 | $468k | 3.1k | 151.75 |
| 2017-12-31 | $470k | 3.1k | 152.50 |
| 2017-09-30 | $489k | 3.3k | 148.23 |
| 2017-06-30 | $464k | 3.3k | 140.82 |
| 2017-03-31 | $515k | 3.7k | 137.52 |
| 2016-12-31 | $505k | 3.7k | 134.92 |
More positions owned by Concentric Wealth Management
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