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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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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
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