iShares Russell 2000 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43k | 177 | 242.26 |
| 2025-06-30 | $38k | 177 | 216.06 |
| 2025-03-31 | $35k | 177 | 199.73 |
| 2024-12-31 | $39k | 177 | 221.23 |
| 2024-09-30 | $39k | 177 | 221.16 |
| 2024-06-30 | $36k | 177 | 203.14 |
| 2024-03-31 | $37k | 177 | 210.56 |
| 2023-12-31 | $45k | 223 | 200.71 |
| 2023-09-30 | $39k | 223 | 176.74 |
| 2023-06-30 | $42k | 223 | 187.27 |
| 2023-03-31 | $40k | 223 | 178.40 |
| 2022-12-31 | $39k | 223 | 174.36 |
| 2022-09-30 | $37k | 223 | 165.92 |
| 2022-06-30 | $38k | 223 | 170.40 |
| 2022-03-31 | $46k | 223 | 206.28 |
| 2021-12-31 | $50k | 223 | 224.22 |
| 2021-09-30 | $49k | 223 | 219.73 |
| 2019-06-30 | $5.0k | 29 | 172.41 |
| 2019-03-31 | $4.0k | 29 | 137.93 |
| 2018-12-31 | $4.0k | 29 | 137.93 |