iShares Russell 2000 Index shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 1.2k | 244.02 |
| 2025-06-30 | $271k | 1.3k | 215.79 |
| 2025-03-31 | $258k | 1.3k | 199.49 |
| 2024-12-31 | $286k | 1.3k | 220.96 |
| 2024-09-30 | $286k | 1.3k | 220.89 |
| 2024-06-30 | $263k | 1.3k | 202.89 |
| 2024-03-31 | $272k | 1.3k | 210.30 |
| 2023-12-31 | $260k | 1.3k | 200.71 |
| 2023-09-30 | $229k | 1.3k | 176.74 |
| 2023-06-30 | $243k | 1.3k | 187.27 |
| 2023-03-31 | $231k | 1.3k | 178.40 |
| 2022-12-31 | $226k | 1.3k | 174.36 |
| 2022-09-30 | $218k | 1.3k | 168.34 |
| 2022-06-30 | $222k | 1.3k | 171.43 |
| 2022-03-31 | $256k | 1.3k | 197.68 |
| 2021-12-31 | $309k | 1.4k | 217.61 |
| 2021-09-30 | $283k | 1.3k | 218.53 |
| 2021-06-30 | $297k | 1.3k | 229.34 |
| 2021-03-31 | $286k | 1.3k | 220.85 |
| 2020-12-31 | $283k | 1.3k | 218.53 |
| 2020-09-30 | $207k | 1.3k | 159.85 |