iShares Russell 2000 Index shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $216k | 999 | 215.79 |
| 2024-12-31 | $221k | 999 | 220.96 |
| 2024-09-30 | $221k | 999 | 220.89 |
| 2024-06-30 | $203k | 999 | 202.89 |
| 2024-03-31 | $210k | 999 | 210.30 |
| 2023-12-31 | $216k | 1.1k | 200.71 |
| 2022-03-31 | $205k | 1.0k | 205.00 |
| 2021-12-31 | $222k | 1.0k | 222.00 |
| 2021-09-30 | $219k | 1.0k | 219.00 |
| 2021-06-30 | $229k | 1.0k | 229.00 |
| 2021-03-31 | $221k | 1.0k | 221.00 |
| 2019-06-30 | $6.3M | 41k | 155.51 |
More positions owned by Keudell/Morrison Wealth Management
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