iShares Russell 2000 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 9.8k | 246.16 |
| 2025-09-30 | $2.3M | 9.6k | 241.95 |
| 2025-06-30 | $2.1M | 9.9k | 215.78 |
| 2025-03-31 | $2.0M | 10k | 199.49 |
| 2024-12-31 | $1.9M | 8.7k | 220.96 |
| 2024-09-30 | $1.8M | 8.3k | 220.89 |
| 2024-06-30 | $1.6M | 7.9k | 202.89 |
| 2024-03-31 | $1.8M | 8.6k | 210.30 |
| 2023-12-31 | $1.7M | 8.6k | 200.70 |
| 2023-09-30 | $1.3M | 7.4k | 176.73 |
| 2023-06-30 | $1.1M | 5.8k | 187.26 |
| 2023-03-31 | $1.4M | 7.9k | 178.39 |
| 2022-12-31 | $1.4M | 8.2k | 174.35 |
| 2022-09-30 | $1.4M | 8.3k | 164.89 |
| 2022-06-30 | $1.5M | 8.9k | 169.37 |
| 2022-03-31 | $1.5M | 7.2k | 205.27 |
| 2021-12-31 | $1.8M | 8.2k | 222.46 |
| 2021-09-30 | $1.1M | 5.1k | 218.64 |
| 2021-06-30 | $1.2M | 5.1k | 229.27 |
| 2021-03-31 | $1.0M | 4.6k | 220.91 |
| 2020-12-31 | $1.1M | 5.8k | 196.00 |
| 2020-09-30 | $901k | 6.0k | 149.77 |
| 2020-06-30 | $872k | 6.1k | 143.14 |
| 2020-03-31 | $580k | 5.1k | 114.38 |
| 2019-12-31 | $554k | 3.3k | 165.67 |
| 2019-09-30 | $554k | 3.7k | 151.37 |
| 2019-06-30 | $545k | 3.5k | 155.49 |
| 2019-03-31 | $531k | 3.5k | 153.16 |
| 2018-12-31 | $478k | 3.6k | 133.93 |
| 2018-09-30 | $629k | 3.7k | 168.54 |
| 2018-06-30 | $536k | 3.3k | 163.81 |
| 2018-03-31 | $507k | 3.3k | 154.10 |
| 2017-12-31 | $536k | 3.5k | 152.58 |
| 2017-09-30 | $382k | 2.6k | 148.35 |
| 2017-06-30 | $391k | 2.8k | 140.95 |
| 2017-03-31 | $277k | 2.0k | 137.54 |
| 2016-12-31 | $271k | 2.0k | 134.62 |
| 2015-03-31 | $210k | 1.7k | 124.26 |
| 2014-06-30 | $236k | 2.0k | 118.83 |
| 2013-12-31 | $330k | 2.9k | 115.42 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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