iShares Russell 2000 Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 1.3k | 202.89 |
| 2024-06-30 | $299k | 1.4k | 210.30 |
| 2024-03-31 | $299k | 1.4k | 210.30 |
| 2023-12-31 | $253k | 1.3k | 200.71 |
| 2023-09-30 | $236k | 1.3k | 187.27 |
| 2023-06-30 | $236k | 1.3k | 187.27 |
| 2023-03-31 | $220k | 1.3k | 174.36 |
| 2022-12-31 | $220k | 1.3k | 174.36 |
| 2022-09-30 | $208k | 1.3k | 164.56 |
| 2022-06-30 | $214k | 1.3k | 169.30 |
| 2022-03-31 | $281k | 1.3k | 222.31 |
| 2021-12-31 | $281k | 1.3k | 222.31 |
| 2021-09-30 | $277k | 1.3k | 219.15 |
| 2021-06-30 | $279k | 1.3k | 220.73 |
| 2021-03-31 | $279k | 1.3k | 220.73 |