iShares Russell 2000 Index shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck 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 Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 15k | 241.96 |
| 2025-06-30 | $3.2M | 15k | 215.79 |
| 2025-03-31 | $3.0M | 15k | 199.49 |
| 2024-12-31 | $3.3M | 15k | 220.96 |
| 2024-09-30 | $3.7M | 17k | 220.89 |
| 2024-06-30 | $3.4M | 17k | 202.89 |
| 2024-03-31 | $3.6M | 17k | 210.30 |
| 2023-12-31 | $3.5M | 17k | 200.71 |
| 2023-09-30 | $3.1M | 18k | 177.57 |
| 2023-06-30 | $3.3M | 18k | 187.27 |
| 2023-03-31 | $3.7M | 21k | 178.40 |
| 2022-12-31 | $6.7M | 39k | 174.36 |
| 2022-09-30 | $6.0M | 36k | 164.93 |
| 2022-06-30 | $6.2M | 37k | 169.37 |
| 2022-03-31 | $9.2M | 45k | 205.27 |
| 2021-12-31 | $8.2M | 37k | 222.45 |
| 2021-09-30 | $8.2M | 37k | 218.76 |
| 2021-06-30 | $9.5M | 41k | 229.36 |
| 2021-03-31 | $8.9M | 40k | 220.94 |
| 2020-12-31 | $7.9M | 40k | 196.05 |
| 2020-09-30 | $6.1M | 41k | 149.78 |
| 2020-06-30 | $6.3M | 44k | 143.16 |
| 2020-03-31 | $756k | 6.6k | 114.46 |
| 2019-12-31 | $280k | 1.7k | 165.19 |