iShares Russell 2000 Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $524k | 2.2k | 241.96 |
| 2025-06-30 | $468k | 2.2k | 215.79 |
| 2025-03-31 | $491k | 2.5k | 199.49 |
| 2024-12-31 | $544k | 2.5k | 220.96 |
| 2024-09-30 | $544k | 2.5k | 220.89 |
| 2024-06-30 | $500k | 2.5k | 202.89 |
| 2024-03-31 | $522k | 2.5k | 210.30 |
| 2023-12-31 | $509k | 2.5k | 200.71 |
| 2023-09-30 | $541k | 3.1k | 176.74 |
| 2023-06-30 | $500k | 2.6k | 193.08 |
| 2023-03-31 | $535k | 3.1k | 175.20 |
| 2022-12-31 | $529k | 3.2k | 164.80 |
| 2022-09-30 | $529k | 3.2k | 164.80 |
| 2022-06-30 | $502k | 3.0k | 169.25 |
| 2022-03-31 | $631k | 3.1k | 205.40 |
| 2021-12-31 | $329k | 1.5k | 222.75 |
| 2021-09-30 | $153k | 701 | 218.26 |
| 2021-03-31 | $127k | 573 | 221.64 |
| 2019-06-30 | $29k | 186 | 155.91 |
| 2019-03-31 | $28k | 186 | 150.54 |
| 2018-12-31 | $22k | 167 | 131.74 |
| 2018-09-30 | $28k | 167 | 167.66 |
| 2018-06-30 | $27k | 167 | 161.68 |
| 2018-03-31 | $22k | 147 | 149.66 |
| 2017-12-31 | $23k | 147 | 156.46 |
| 2017-09-30 | $22k | 147 | 149.66 |
| 2017-06-30 | $21k | 147 | 142.86 |
| 2017-03-31 | $20k | 147 | 136.05 |
| 2016-12-31 | $20k | 147 | 136.05 |