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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Everhart Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |