iShares Russell 2000 Index shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify 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 Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $29M | 106k | 272.08 |
| 2025-12-31 | $1.2M | 4.4k | 261.32 |
| 2025-09-30 | $770k | 3.1k | 245.47 |
| 2025-06-30 | $737k | 3.2k | 226.84 |
| 2025-03-31 | $646k | 3.3k | 196.09 |
| 2024-12-31 | $804k | 3.7k | 216.82 |
| 2024-09-30 | $206k | 941 | 219.34 |
More positions owned by Diversify Wealth Management
View all positions for Diversify Wealth Management