iShares Russell 2000 Index shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 965 | 242.00 |
| 2025-06-30 | $1.1M | 5.2k | 215.78 |
| 2025-03-31 | $239k | 1.2k | 199.45 |
| 2024-12-31 | $445k | 2.0k | 221.01 |
| 2024-06-30 | $341k | 1.7k | 202.81 |
| 2024-03-31 | $1.4M | 6.6k | 210.29 |
| 2023-12-31 | $3.0M | 15k | 200.70 |
| 2023-09-30 | $2.6M | 15k | 176.74 |
| 2023-06-30 | $4.3M | 23k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.6M | 16k | 164.90 |
| 2022-06-30 | $2.7M | 16k | 169.39 |
| 2021-12-31 | $3.3M | 15k | 222.48 |