iShares Russell 2000 Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $450k | 1.8k | 246.15 |
| 2025-09-30 | $518k | 2.1k | 242.01 |
| 2025-06-30 | $482k | 2.2k | 215.84 |
| 2025-03-31 | $418k | 2.1k | 199.47 |
| 2024-12-31 | $469k | 2.1k | 220.98 |
| 2024-09-30 | $475k | 2.2k | 220.85 |
| 2024-06-30 | $435k | 2.1k | 202.92 |
| 2024-03-31 | $464k | 2.2k | 210.26 |
| 2023-12-31 | $418k | 2.1k | 200.71 |
| 2023-09-30 | $365k | 2.1k | 176.73 |
| 2023-06-30 | $387k | 2.1k | 187.26 |
| 2023-03-31 | $367k | 2.1k | 178.42 |
| 2022-12-31 | $410k | 2.4k | 174.34 |
| 2022-09-30 | $400k | 2.4k | 165.02 |
| 2022-06-30 | $408k | 2.4k | 169.15 |
| 2022-03-31 | $501k | 2.4k | 205.33 |
| 2021-12-31 | $542k | 2.4k | 222.59 |
| 2020-12-31 | $78k | 400 | 195.00 |