iShares Russell 2000 Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 62k | 241.96 |
| 2025-06-30 | $14M | 63k | 215.79 |
| 2025-03-31 | $14M | 71k | 199.49 |
| 2024-12-31 | $17M | 75k | 220.96 |
| 2024-09-30 | $15M | 70k | 220.89 |
| 2024-06-30 | $13M | 66k | 202.89 |
| 2024-03-31 | $18M | 84k | 210.35 |
| 2023-09-30 | $16M | 93k | 176.74 |
| 2023-06-30 | $17M | 92k | 187.27 |
| 2023-03-31 | $14M | 81k | 178.40 |
| 2022-12-31 | $11M | 64k | 174.36 |
| 2022-09-30 | $11M | 66k | 164.92 |
| 2022-06-30 | $16M | 92k | 169.36 |
| 2022-03-31 | $20M | 97k | 205.27 |
| 2021-12-31 | $24M | 108k | 222.45 |
| 2021-09-30 | $21M | 97k | 218.75 |
| 2021-06-30 | $28M | 121k | 229.37 |
| 2021-03-31 | $26M | 119k | 220.94 |
| 2020-12-31 | $24M | 120k | 196.06 |
| 2020-09-30 | $7.0M | 47k | 149.80 |
| 2020-06-30 | $6.3M | 44k | 143.18 |
| 2020-03-31 | $4.8M | 42k | 114.45 |
| 2019-12-31 | $8.3M | 50k | 165.67 |
| 2019-09-30 | $7.5M | 50k | 151.33 |
| 2019-06-30 | $7.7M | 53k | 146.49 |
| 2019-03-31 | $5.4M | 36k | 153.09 |
| 2018-12-31 | $4.4M | 33k | 133.90 |
| 2018-09-30 | $9.0M | 54k | 166.33 |
| 2018-06-30 | $8.5M | 52k | 164.90 |
| 2018-03-31 | $2.9M | 19k | 148.15 |
| 2017-12-31 | $2.9M | 19k | 155.01 |
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