iShares Russell 2000 Index shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $373k | 1.5k | 241.98 |
| 2025-06-30 | $335k | 1.5k | 218.04 |
| 2025-03-31 | $305k | 1.5k | 199.51 |
| 2024-12-31 | $337k | 1.5k | 220.97 |
| 2024-09-30 | $336k | 1.5k | 220.86 |
| 2024-06-30 | $308k | 1.5k | 202.92 |
| 2024-03-31 | $316k | 1.5k | 210.36 |
| 2022-03-31 | $549k | 2.7k | 205.39 |
| 2021-09-30 | $224k | 1.0k | 219.18 |
| 2021-06-30 | $221k | 962 | 229.73 |
| 2019-12-31 | $227k | 1.4k | 165.57 |