iShares Russell 2000 Index shares owned by Kaydan Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kaydan Wealth Management
from 13F filings
Historical chart of Kaydan Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Kaydan Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 11k | 220.90 |
2024-06-30 | $2.2M | 11k | 202.89 |
2024-03-31 | $2.1M | 10k | 210.30 |
2023-12-31 | $1.8M | 9.0k | 200.71 |
2023-09-30 | $1.5M | 8.5k | 176.74 |
2023-06-30 | $32M | 168k | 187.27 |
2023-03-31 | $16M | 89k | 178.40 |
2022-12-31 | $8.7M | 50k | 174.36 |
2022-09-30 | $905k | 5.5k | 164.91 |
2022-06-30 | $700k | 4.1k | 169.34 |
2022-03-31 | $855k | 4.2k | 205.27 |
2021-12-31 | $835k | 3.8k | 222.48 |