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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by JGP Wealth Management 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 JGP Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |