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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Kathleen S. Wright Associates
View all positions for Kathleen S. Wright Associates