HighMark Wealth Management »

iShares Russell 2000 Index shares owned by HighMark Wealth Management

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 59k 220.89
2024-06-30 $12M 61k 202.89
2024-03-31 $13M 62k 209.22
2023-12-31 $4.1k 63k 0.07
2023-09-30 $12k 68 177.60
2023-06-30 $13k 68 188.19
2023-03-31 $15k 82 179.38
2022-12-31 $15k 83 175.00
2022-09-30 $14k 83 168.67
2022-06-30 $802k 4.7k 169.34
2022-03-31 $19k 90 211.11
2021-12-31 $9.1M 41k 222.41
2020-09-30 $23k 151 152.32
2020-06-30 $22k 151 145.70
2020-03-31 $42k 370 114.51
2019-12-31 $73k 442 165.16