iShares Russell 2000 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 54k | 241.95 |
| 2025-06-30 | $12M | 54k | 215.79 |
| 2025-03-31 | $11M | 54k | 199.49 |
| 2024-12-31 | $8.9M | 40k | 220.96 |
| 2024-09-30 | $8.7M | 39k | 220.89 |
| 2024-06-30 | $8.1M | 40k | 202.89 |
| 2024-03-31 | $8.2M | 39k | 210.30 |
| 2023-12-31 | $7.2M | 36k | 200.71 |
| 2023-09-30 | $6.2M | 35k | 176.74 |
| 2023-06-30 | $5.9M | 32k | 187.27 |
| 2023-03-31 | $5.4M | 30k | 178.40 |
| 2022-12-31 | $5.0M | 29k | 174.36 |
| 2022-09-30 | $3.7M | 22k | 164.94 |
| 2022-06-30 | $4.0M | 23k | 169.35 |
| 2022-03-31 | $5.0M | 25k | 205.25 |
| 2021-12-31 | $3.2M | 14k | 222.49 |
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