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 csvQuarterly reported holdings in iShares Russell 2000 Index by Kaydan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 16k | 241.97 |
| 2025-06-30 | $3.3M | 15k | 215.79 |
| 2025-03-31 | $2.6M | 13k | 199.49 |
| 2024-12-31 | $21M | 96k | 220.96 |
| 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 |