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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Corepath 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 Corepath Wealth Partners

Quarter filed Position value Share count Share price at filing
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