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iShares Russell 2000 Index shares owned by Great Waters Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Great Waters Wealth Management from 13F filings

Historical chart of Great Waters 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 Great Waters Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 149k 220.89
2024-06-30 $34M 167k 202.89
2024-03-31 $38M 179k 210.30
2023-12-31 $38M 197k 194.20
2023-09-30 $36M 210k 173.00
2023-06-30 $42M 223k 187.27
2023-03-31 $42M 235k 177.56
2022-12-31 $47M 249k 187.45