iShares Russell 2000 Index shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Investmark Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Investmark Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $325k | 1.5k | 220.97 |
2024-06-30 | $298k | 1.5k | 202.94 |
2024-03-31 | $302k | 1.4k | 210.28 |
2022-09-30 | $208k | 1.3k | 164.17 |
2022-06-30 | $217k | 1.3k | 168.87 |
2022-03-31 | $219k | 985 | 222.34 |
2021-12-31 | $219k | 985 | 222.34 |
More positions owned by Investmark Advisory Group
Home Depot (HD)
View all positions for Investmark Advisory Group