iShares Russell 2000 Index shares owned by Core Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 969 | 242.04 |
| 2025-06-30 | $422k | 2.0k | 215.84 |
| 2025-03-31 | $282k | 1.4k | 199.45 |
| 2024-12-31 | $243k | 1.1k | 221.00 |
| 2024-09-30 | $248k | 1.1k | 220.92 |
| 2024-03-31 | $230k | 1.1k | 210.31 |
| 2023-12-31 | $219k | 1.1k | 200.79 |