iShares Russell 2000 Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $491k | 2.2k | 220.96 |
| 2024-09-30 | $483k | 2.2k | 220.89 |
| 2024-06-30 | $402k | 2.0k | 202.89 |
| 2024-03-31 | $435k | 2.1k | 210.30 |
| 2023-12-31 | $412k | 2.1k | 200.71 |
| 2023-09-30 | $330k | 1.9k | 176.74 |
| 2023-06-30 | $386k | 2.1k | 187.27 |
| 2023-03-31 | $368k | 2.1k | 178.40 |
| 2022-12-31 | $398k | 2.3k | 174.36 |
| 2022-09-30 | $336k | 2.0k | 165.11 |
| 2022-06-30 | $379k | 2.2k | 169.35 |
| 2022-03-31 | $418k | 2.0k | 205.51 |
| 2021-12-31 | $425k | 1.9k | 222.28 |
| 2021-09-30 | $379k | 1.7k | 218.82 |
| 2021-06-30 | $319k | 1.4k | 229.50 |
| 2021-03-31 | $318k | 1.4k | 221.45 |
| 2020-12-31 | $284k | 1.4k | 196.40 |
| 2020-09-30 | $217k | 1.4k | 150.07 |
| 2020-06-30 | $208k | 1.4k | 143.85 |
| 2020-03-31 | $157k | 1.4k | 114.93 |
| 2019-12-31 | $141k | 848 | 166.27 |