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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

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

Quarter filed Position value Share count Share price at filing
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