iShares Russell 2000 Index shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Jacobus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $288k | 1.9k | 148.07 |
| 2017-06-30 | $259k | 1.8k | 141.14 |
| 2017-03-31 | $226k | 1.6k | 137.39 |
| 2016-12-31 | $208k | 1.5k | 134.63 |
| 2016-09-30 | $543k | 4.4k | 124.11 |
| 2016-06-30 | $421k | 3.7k | 114.96 |
| 2016-03-31 | $422k | 3.8k | 110.76 |
| 2015-12-31 | $889k | 7.9k | 112.62 |
| 2015-09-30 | $1.0M | 9.5k | 109.23 |
| 2015-06-30 | $1.2M | 9.5k | 124.82 |
| 2015-03-31 | $595k | 4.8k | 124.42 |
| 2014-12-31 | $547k | 4.6k | 119.56 |
| 2014-09-30 | $249k | 2.3k | 109.45 |
| 2014-06-30 | $270k | 2.3k | 118.68 |
| 2014-03-31 | $265k | 2.3k | 116.48 |
| 2013-12-31 | $270k | 2.3k | 115.38 |
| 2013-09-30 | $246k | 2.3k | 106.72 |
| 2013-06-30 | $108k | 1.1k | 97.30 |
| 2012-03-31 | $182k | 2.2k | 82.92 |
| 2011-12-31 | $183k | 2.5k | 73.94 |
| 2011-09-30 | $189k | 2.9k | 64.29 |
| 2011-06-30 | $243k | 2.9k | 82.65 |
| 2011-03-31 | $391k | 4.6k | 84.18 |