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iShares Russell 2000 Index shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 131 220.63
2024-06-30 $27k 131 202.65
2024-03-31 $27k 130 211.07
2023-12-31 $26k 130 200.95
2023-09-30 $23k 129 176.83
2023-06-30 $24k 129 187.36
2023-03-31 $23k 129 178.01
2022-12-31 $43k 247 174.09
2022-09-30 $21k 127 165.35
2022-06-30 $22k 127 173.23
2022-03-31 $26k 128 203.13
2021-12-31 $28k 127 220.47