iShares Russell 2000 Index shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 15k | 241.96 |
| 2025-06-30 | $3.3M | 15k | 215.79 |
| 2025-03-31 | $3.3M | 16k | 199.49 |
| 2024-12-31 | $3.7M | 17k | 220.96 |
| 2024-09-30 | $4.0M | 18k | 220.89 |
| 2024-06-30 | $4.3M | 21k | 202.89 |
| 2024-03-31 | $4.5M | 22k | 210.30 |
| 2023-12-31 | $2.7M | 14k | 200.71 |
| 2023-09-30 | $2.4M | 14k | 177.57 |
| 2023-06-30 | $2.6M | 14k | 187.27 |
| 2023-03-31 | $2.4M | 14k | 178.40 |
| 2022-12-31 | $2.4M | 14k | 174.36 |
| 2022-09-30 | $2.3M | 14k | 164.92 |
| 2022-06-30 | $2.3M | 13k | 169.33 |
| 2022-03-31 | $2.8M | 14k | 205.27 |
| 2021-12-31 | $3.4M | 15k | 222.48 |
| 2021-09-30 | $3.4M | 15k | 218.77 |
| 2021-06-30 | $3.7M | 16k | 229.39 |
| 2021-03-31 | $3.5M | 16k | 220.92 |
| 2020-12-31 | $3.1M | 16k | 196.09 |
| 2020-09-30 | $2.4M | 16k | 149.76 |
| 2020-06-30 | $2.5M | 17k | 143.19 |
| 2020-03-31 | $2.2M | 19k | 114.45 |
| 2019-12-31 | $3.2M | 19k | 165.69 |
| 2019-09-30 | $3.0M | 20k | 151.36 |
| 2019-06-30 | $2.8M | 18k | 155.51 |
| 2019-03-31 | $2.9M | 19k | 153.07 |
| 2018-12-31 | $2.5M | 18k | 133.88 |
| 2018-09-30 | $3.2M | 19k | 168.57 |
| 2018-06-30 | $3.2M | 20k | 163.75 |
| 2018-03-31 | $3.0M | 20k | 151.82 |
| 2017-12-31 | $3.0M | 20k | 152.48 |
| 2017-09-30 | $3.0M | 20k | 148.19 |
| 2017-06-30 | $2.9M | 21k | 140.92 |
| 2017-03-31 | $2.8M | 21k | 137.48 |
| 2016-12-31 | $2.8M | 21k | 134.85 |
| 2016-09-30 | $2.6M | 21k | 124.21 |
| 2016-06-30 | $2.4M | 21k | 114.96 |
| 2016-03-31 | $2.2M | 20k | 110.65 |
| 2015-12-31 | $2.2M | 19k | 112.64 |
| 2015-09-30 | $2.3M | 21k | 109.22 |
| 2015-06-30 | $2.6M | 21k | 124.88 |
| 2015-03-31 | $3.4M | 27k | 124.38 |
| 2014-12-31 | $3.3M | 28k | 119.64 |
| 2014-09-30 | $3.0M | 28k | 109.36 |
| 2014-06-30 | $3.3M | 28k | 118.82 |
| 2014-03-31 | $4.1M | 35k | 116.35 |
| 2013-12-31 | $4.1M | 35k | 115.37 |