iShares Russell 2000 Index shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Cyndeo 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $546k | 2.5k | 220.96 |
| 2024-09-30 | $589k | 2.7k | 220.89 |
| 2024-06-30 | $541k | 2.7k | 202.89 |
| 2024-03-31 | $562k | 2.7k | 210.30 |
| 2023-12-31 | $534k | 2.7k | 200.71 |
| 2023-09-30 | $478k | 2.7k | 176.74 |
| 2023-06-30 | $546k | 2.9k | 187.27 |
| 2023-03-31 | $570k | 3.2k | 178.40 |
| 2022-12-31 | $489k | 2.8k | 174.36 |