iShares Russell 2000 Index shares owned by Corepath Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Corepath Wealth Partners
from 13F filings
Historical chart of Corepath Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Corepath Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.2M | 32k | 222.89 |
| 2024-06-30 | $6.4M | 32k | 202.28 |
| 2024-03-31 | $6.3M | 32k | 197.68 |
| 2023-12-31 | $12M | 60k | 193.25 |
| 2023-09-30 | $10M | 59k | 170.27 |
| 2023-06-30 | $11M | 57k | 193.58 |
| 2023-03-31 | $9.0M | 51k | 177.44 |
| 2022-12-31 | $8.8M | 49k | 177.88 |
| 2022-09-30 | $8.1M | 47k | 172.14 |
| 2022-06-30 | $7.7M | 46k | 169.57 |
| 2022-03-31 | $8.4M | 43k | 193.85 |
| 2021-12-31 | $8.3M | 38k | 215.31 |
| 2021-09-30 | $8.2M | 37k | 221.03 |
| 2021-06-30 | $8.1M | 36k | 223.39 |
| 2021-03-31 | $7.4M | 33k | 222.57 |
| 2020-12-31 | $6.0M | 30k | 197.48 |