iShares Russell 2000 Index shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $556k | 2.6k | 215.75 |
| 2025-03-31 | $489k | 2.4k | 199.51 |
| 2024-12-31 | $616k | 2.8k | 220.93 |
| 2024-09-30 | $614k | 2.8k | 220.86 |
| 2024-06-30 | $563k | 2.8k | 202.91 |
| 2024-03-31 | $604k | 2.9k | 210.28 |
| 2018-09-30 | $3.1M | 18k | 168.56 |
| 2018-06-30 | $2.0M | 12k | 163.76 |
| 2018-03-31 | $1.4M | 9.0k | 151.82 |
| 2017-12-31 | $1.7M | 11k | 152.48 |