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iShares Russell 2000 Index shares owned by Guided Capital Wealth Management

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

Historical chart of Guided Capital 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 Guided Capital 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 Guided Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 33k 241.96
2025-06-30 $7.0M 32k 215.79
2025-03-31 $6.5M 33k 199.49
2024-12-31 $5.2M 24k 220.96