iShares Russell 2000 Index shares owned by Focused Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 1.0k | 241.96 |
| 2023-12-31 | $27k | 135 | 200.15 |
| 2023-09-30 | $24k | 133 | 177.40 |
| 2023-06-30 | $25k | 133 | 187.97 |
| 2023-03-31 | $24k | 133 | 178.58 |
| 2022-12-31 | $23k | 133 | 173.91 |
| 2022-09-30 | $22k | 132 | 166.67 |
| 2022-06-30 | $22k | 131 | 167.94 |
| 2022-03-31 | $27k | 131 | 206.11 |
| 2021-12-31 | $29k | 131 | 221.37 |
| 2021-09-30 | $29k | 130 | 223.08 |
| 2021-06-30 | $30k | 130 | 230.77 |
| 2021-03-31 | $29k | 130 | 223.08 |
| 2020-12-31 | $25k | 129 | 193.80 |
| 2016-06-30 | $3.0k | 24 | 125.00 |
| 2015-12-31 | $6.0k | 55 | 109.09 |
| 2015-09-30 | $6.0k | 55 | 109.09 |
| 2015-06-30 | $7.0k | 55 | 127.27 |
| 2015-03-31 | $2.0k | 15 | 133.33 |
| 2014-12-31 | $2.0k | 15 | 133.33 |
| 2014-09-30 | $2.0k | 15 | 133.33 |
| 2014-06-30 | $2.0k | 15 | 133.33 |
| 2014-03-31 | $2.0k | 15 | 133.33 |
| 2013-12-31 | $2.0k | 15 | 133.33 |
| 2013-09-30 | $2.0k | 15 | 133.33 |