iShares Russell 2000 Index shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $474k | 2.4k | 200.68 |
2023-09-30 | $295k | 1.7k | 176.70 |
2023-06-30 | $317k | 1.7k | 187.23 |
2023-03-31 | $219k | 1.2k | 178.33 |
2022-12-31 | $230k | 1.3k | 174.40 |
2022-09-30 | $201k | 1.2k | 165.02 |
2022-06-30 | $7.0k | 43 | 162.79 |
2022-03-31 | $8.0k | 43 | 186.05 |
2021-12-31 | $9.0k | 43 | 209.30 |