iShares Russell 2000 Index shares owned by Edge Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 115k | 241.96 |
| 2025-06-30 | $25M | 115k | 215.90 |
| 2025-03-31 | $24M | 119k | 199.49 |
| 2024-12-31 | $26M | 117k | 220.96 |
| 2024-09-30 | $26M | 118k | 220.92 |
| 2024-06-30 | $24M | 118k | 202.89 |
| 2024-03-31 | $25M | 120k | 210.30 |
| 2023-12-31 | $24M | 119k | 200.76 |
| 2023-09-30 | $21M | 121k | 176.74 |
| 2023-06-30 | $23M | 123k | 187.27 |
| 2023-03-31 | $21M | 118k | 178.46 |
| 2022-12-31 | $21M | 122k | 173.39 |
| 2022-09-30 | $23M | 139k | 167.20 |
| 2022-06-30 | $23M | 138k | 169.36 |
| 2022-03-31 | $23M | 114k | 205.27 |
| 2021-12-31 | $25M | 111k | 222.45 |
| 2021-09-30 | $24M | 108k | 218.75 |
| 2021-06-30 | $22M | 97k | 229.88 |
| 2021-03-31 | $21M | 97k | 220.94 |
| 2020-12-31 | $18M | 93k | 196.79 |
| 2020-09-30 | $8.3M | 56k | 149.80 |
| 2020-06-30 | $472k | 3.3k | 143.33 |
| 2020-03-31 | $580k | 5.1k | 113.68 |
| 2019-12-31 | $546k | 3.3k | 166.36 |
| 2019-09-30 | $505k | 3.3k | 151.24 |
| 2019-06-30 | $2.0M | 13k | 155.92 |
| 2019-03-31 | $467k | 3.0k | 153.27 |
| 2018-12-31 | $470k | 3.5k | 133.94 |
| 2018-09-30 | $9.7M | 58k | 168.55 |
| 2018-06-30 | $9.5M | 58k | 163.77 |
| 2018-03-31 | $9.0M | 59k | 151.82 |
| 2017-12-31 | $137k | 893 | 153.42 |
| 2017-09-30 | $101k | 681 | 148.31 |
| 2017-06-30 | $8.0k | 55 | 145.45 |
| 2017-03-31 | $8.0k | 55 | 145.45 |
| 2016-12-31 | $7.0k | 55 | 127.27 |
| 2016-09-30 | $7.0k | 55 | 127.27 |
| 2016-06-30 | $83k | 722 | 114.96 |
| 2016-03-31 | $6.0k | 55 | 109.09 |
| 2015-12-31 | $39k | 340 | 114.71 |
| 2015-09-30 | $6.0k | 55 | 109.09 |
| 2015-06-30 | $7.0k | 55 | 127.27 |
| 2015-03-31 | $7.0k | 55 | 127.27 |
| 2014-12-31 | $7.0k | 55 | 127.27 |
| 2014-09-30 | $555k | 5.1k | 109.79 |
| 2014-06-30 | $7.0k | 55 | 127.27 |
| 2014-03-31 | $7.0k | 58 | 120.69 |
| 2013-12-31 | $7.0k | 58 | 120.69 |
| 2013-09-30 | $6.0k | 58 | 103.45 |
| 2013-06-30 | $6.0k | 58 | 103.45 |