iShares Russell 2000 Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 20k | 241.96 |
| 2025-06-30 | $4.5M | 21k | 215.79 |
| 2025-03-31 | $5.2M | 26k | 199.49 |
| 2024-12-31 | $6.6M | 30k | 220.96 |
| 2024-09-30 | $7.7M | 35k | 220.89 |
| 2024-06-30 | $7.4M | 36k | 202.89 |
| 2024-03-31 | $7.9M | 38k | 210.30 |
| 2023-12-31 | $7.7M | 38k | 200.71 |
| 2023-09-30 | $6.4M | 36k | 176.74 |
| 2023-06-30 | $5.8M | 31k | 187.27 |
| 2023-03-31 | $5.1M | 29k | 178.40 |
| 2022-12-31 | $463k | 2.7k | 174.36 |
| 2022-09-30 | $433k | 2.6k | 164.76 |
| 2022-06-30 | $445k | 2.6k | 169.20 |
| 2022-03-31 | $540k | 2.6k | 205.09 |
| 2021-12-31 | $495k | 2.2k | 222.27 |
| 2021-03-31 | $486k | 25k | 19.29 |
| 2020-09-30 | $534k | 3.6k | 149.87 |
| 2019-12-31 | $319k | 1.9k | 165.89 |
More positions owned by Connecticut Wealth Management
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