iShares Russell 2000 Index shares owned by JDM Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $773k | 3.2k | 241.98 |
| 2025-06-30 | $705k | 3.3k | 215.79 |
| 2025-03-31 | $652k | 3.3k | 199.50 |
| 2024-12-31 | $719k | 3.3k | 220.94 |
| 2024-09-30 | $722k | 3.3k | 220.88 |
| 2024-03-31 | $918k | 4.4k | 210.29 |
| 2023-12-31 | $881k | 4.4k | 200.73 |
| 2023-09-30 | $774k | 4.4k | 176.75 |
| 2023-06-30 | $820k | 4.4k | 187.28 |
| 2023-03-31 | $781k | 4.4k | 178.38 |
| 2022-12-31 | $781k | 4.5k | 174.37 |