iShares Russell 2000 Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by JMG Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 33k | 210.30 |
| 2023-12-31 | $6.7M | 33k | 200.71 |
| 2023-09-30 | $6.2M | 35k | 176.74 |
| 2023-06-30 | $6.7M | 36k | 187.27 |
| 2023-03-31 | $6.4M | 36k | 178.40 |
| 2022-12-31 | $6.5M | 37k | 174.36 |
| 2022-09-30 | $6.4M | 39k | 164.91 |
| 2022-06-30 | $6.6M | 39k | 169.36 |
| 2022-03-31 | $8.1M | 39k | 205.27 |
| 2021-12-31 | $8.8M | 40k | 222.46 |
| 2021-09-30 | $8.8M | 40k | 218.75 |
| 2021-06-30 | $9.1M | 40k | 229.36 |
| 2021-03-31 | $8.9M | 40k | 220.93 |
| 2020-12-31 | $8.7M | 45k | 196.05 |
| 2020-09-30 | $6.7M | 44k | 149.80 |
| 2020-06-30 | $6.9M | 48k | 143.17 |
| 2020-03-31 | $5.6M | 49k | 114.45 |
| 2019-12-31 | $8.2M | 50k | 165.67 |
| 2019-09-30 | $7.8M | 52k | 151.34 |
| 2019-06-30 | $8.3M | 53k | 155.50 |
| 2019-03-31 | $8.2M | 54k | 153.09 |
| 2018-12-31 | $7.9M | 59k | 133.90 |
| 2018-09-30 | $9.9M | 59k | 168.54 |
| 2018-06-30 | $9.4M | 58k | 163.77 |
| 2018-03-31 | $4.8M | 32k | 151.82 |
| 2017-12-31 | $5.1M | 34k | 152.45 |
| 2017-09-30 | $5.1M | 34k | 148.19 |
| 2017-06-30 | $6.0M | 43k | 140.91 |
| 2017-03-31 | $6.4M | 47k | 137.47 |
| 2016-12-31 | $6.6M | 49k | 134.86 |
| 2016-09-30 | $6.6M | 53k | 124.20 |
| 2016-06-30 | $6.3M | 55k | 114.97 |
| 2016-03-31 | $6.2M | 56k | 110.62 |
| 2015-12-31 | $7.5M | 67k | 112.63 |
| 2015-09-30 | $7.4M | 68k | 109.20 |
| 2015-06-30 | $8.5M | 68k | 124.86 |
| 2015-03-31 | $8.5M | 68k | 124.37 |
| 2014-12-31 | $7.9M | 66k | 119.62 |
| 2014-09-30 | $4.6M | 42k | 109.35 |
| 2014-06-30 | $4.9M | 42k | 118.81 |
| 2014-03-31 | $5.1M | 44k | 116.33 |
| 2013-12-31 | $5.2M | 45k | 115.37 |
| 2013-09-30 | $5.8M | 55k | 106.61 |
| 2013-06-30 | $5.5M | 57k | 97.01 |
| 2013-03-31 | $5.9M | 63k | 94.44 |
| 2012-12-31 | $5.3M | 63k | 84.32 |
| 2012-09-30 | $5.2M | 63k | 83.45 |
| 2012-06-30 | $5.0M | 63k | 79.56 |
| 2012-03-31 | $5.2M | 63k | 82.82 |
| 2011-12-31 | $4.6M | 62k | 73.76 |
| 2011-09-30 | $3.9M | 61k | 64.29 |
| 2011-06-30 | $5.1M | 62k | 82.80 |
| 2011-03-31 | $6.1M | 72k | 84.17 |