iShares Russell 2000 Index shares owned by Jessup Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Jessup Wealth Management
from 13F filings
Historical chart of Jessup Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Jessup Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.7M | 39k | 220.89 |
| 2024-06-30 | $8.5M | 42k | 202.89 |
| 2024-03-31 | $9.0M | 43k | 210.30 |
| 2023-12-31 | $8.1M | 41k | 200.71 |
| 2023-09-30 | $1.2M | 6.6k | 176.74 |
| 2023-06-30 | $1.5M | 8.1k | 187.27 |
| 2023-03-31 | $4.1M | 23k | 178.40 |
| 2022-12-31 | $4.2M | 24k | 174.36 |