iShares Russell 2000 Index shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 25k | 210.30 |
| 2023-12-31 | $4.7M | 23k | 200.71 |
| 2023-09-30 | $3.8M | 22k | 176.75 |
| 2023-06-30 | $3.9M | 21k | 187.28 |
| 2023-03-31 | $3.5M | 20k | 178.40 |
| 2022-12-31 | $3.4M | 20k | 174.36 |
| 2022-09-30 | $3.7M | 22k | 164.92 |
| 2022-06-30 | $3.9M | 23k | 169.37 |
| 2022-03-31 | $5.1M | 25k | 205.25 |
| 2021-12-31 | $6.2M | 28k | 222.44 |
| 2021-09-30 | $5.4M | 25k | 218.74 |
| 2021-06-30 | $5.6M | 25k | 229.35 |
| 2021-03-31 | $5.2M | 24k | 220.94 |
| 2020-12-31 | $4.2M | 21k | 196.06 |
| 2020-09-30 | $220k | 1.5k | 149.86 |