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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Dougherty Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |