iShares Russell 2000 Index shares owned by Fiduciary Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fiduciary Wealth Partners
from 13F filings
Historical chart of Fiduciary Wealth Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Fiduciary Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Fiduciary Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 958 | 242.04 |
| 2025-06-30 | $114k | 530 | 215.79 |
| 2017-03-31 | $349k | 2.5k | 137.62 |
| 2016-12-31 | $607k | 4.5k | 134.71 |
| 2016-09-30 | $558k | 4.5k | 124.30 |
| 2016-06-30 | $551k | 4.8k | 114.96 |
| 2016-03-31 | $655k | 5.9k | 110.60 |