iShares Russell 2000 Index shares owned by Everhart Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $643k | 2.7k | 241.99 |
| 2025-06-30 | $576k | 2.7k | 215.78 |
| 2025-03-31 | $646k | 3.2k | 199.51 |
| 2024-12-31 | $558k | 2.5k | 220.94 |
| 2024-09-30 | $506k | 2.4k | 210.01 |
| 2024-06-30 | $427k | 2.2k | 192.12 |
| 2024-03-31 | $435k | 2.1k | 210.25 |
| 2023-12-31 | $218k | 1.1k | 200.71 |
| 2023-06-30 | $234k | 1.6k | 145.70 |
| 2022-09-30 | $201k | 1.2k | 164.75 |
| 2022-06-30 | $207k | 1.2k | 169.67 |
| 2021-12-31 | $268k | 1.2k | 222.41 |
| 2021-09-30 | $252k | 1.2k | 218.18 |