iShares Russell 2000 Index shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $278k | 1.1k | 246.16 |
| 2021-12-31 | $95k | 425 | 223.53 |
| 2021-06-30 | $97k | 425 | 228.24 |
| 2021-03-31 | $94k | 425 | 221.18 |
| 2020-09-30 | $61k | 425 | 143.53 |
| 2020-06-30 | $61k | 425 | 143.53 |
| 2020-03-31 | $65k | 425 | 151.83 |
| 2019-09-30 | $71k | 466 | 152.36 |
| 2019-06-30 | $72k | 466 | 154.51 |
| 2019-03-31 | $77k | 506 | 152.17 |
| 2018-12-31 | $62k | 466 | 133.05 |
| 2018-09-30 | $72k | 425 | 168.55 |
| 2018-06-30 | $70k | 425 | 163.77 |
| 2018-03-31 | $65k | 425 | 151.83 |