iShares Russell 2000 Index shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $211k | 701 | 300.45 |
| 2025-06-30 | $218k | 1.0k | 215.79 |
| 2025-03-31 | $270k | 1.4k | 199.49 |
| 2024-12-31 | $291k | 1.3k | 220.96 |
| 2022-03-31 | $252k | 1.2k | 205.04 |
| 2021-12-31 | $872k | 3.9k | 222.51 |
| 2021-09-30 | $860k | 3.9k | 218.83 |
| 2021-06-30 | $909k | 4.1k | 222.58 |
| 2021-03-31 | $8.1M | 37k | 218.01 |
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