iShares Russell 2000 Index shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark 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 Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 42k | 241.96 |
| 2025-06-30 | $9.1M | 42k | 215.79 |
| 2025-03-31 | $8.4M | 42k | 199.49 |
| 2024-12-31 | $9.8M | 45k | 220.96 |
| 2024-09-30 | $9.9M | 45k | 220.89 |
| 2024-03-31 | $3.1M | 15k | 210.30 |
| 2023-12-31 | $2.6M | 13k | 200.71 |
| 2023-09-30 | $2.2M | 12k | 176.74 |
| 2023-06-30 | $2.2M | 12k | 187.27 |
| 2023-03-31 | $964k | 5.4k | 178.42 |
| 2022-12-31 | $228k | 1.3k | 174.37 |