iShares Russell 2000 Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $147k | 668 | 220.06 |
| 2024-06-30 | $165k | 817 | 201.96 |
| 2024-03-31 | $142k | 675 | 210.37 |
| 2023-12-31 | $143k | 710 | 201.41 |
| 2023-09-30 | $127k | 722 | 175.90 |
| 2023-06-30 | $135k | 722 | 186.98 |
| 2023-03-31 | $135k | 778 | 173.52 |
| 2022-12-31 | $128k | 778 | 164.52 |
| 2022-09-30 | $128k | 778 | 164.52 |
| 2022-06-30 | $154k | 911 | 169.05 |
| 2022-03-31 | $69k | 334 | 206.59 |
| 2021-12-31 | $74k | 334 | 221.56 |
| 2021-09-30 | $73k | 334 | 218.56 |
| 2021-06-30 | $77k | 334 | 230.54 |
| 2021-03-31 | $74k | 334 | 221.56 |
| 2020-12-31 | $75k | 383 | 195.82 |
| 2020-09-30 | $28k | 186 | 150.54 |
| 2020-06-30 | $22k | 152 | 144.74 |
| 2020-03-31 | $17k | 152 | 111.84 |
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