iShares Russell 2000 Index shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern 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 Mattern Wealth Management 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 Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.3k | 241.98 |
| 2025-06-30 | $918k | 4.3k | 215.81 |
| 2025-03-31 | $848k | 4.3k | 199.51 |
| 2024-12-31 | $940k | 4.3k | 220.98 |
| 2024-09-30 | $945k | 4.3k | 220.91 |
| 2024-06-30 | $873k | 4.3k | 202.91 |
| 2024-03-31 | $915k | 4.4k | 210.32 |
| 2023-12-31 | $874k | 4.4k | 200.72 |
| 2023-09-30 | $769k | 4.4k | 176.74 |
| 2023-06-30 | $848k | 4.5k | 187.27 |
| 2023-03-31 | $824k | 4.6k | 178.40 |
| 2022-12-31 | $787k | 4.5k | 174.36 |
| 2022-09-30 | $737k | 4.5k | 165.02 |
| 2022-06-30 | $759k | 4.5k | 169.38 |
| 2022-03-31 | $920k | 4.5k | 205.31 |
| 2021-12-31 | $997k | 4.5k | 222.50 |
| 2021-09-30 | $1.5M | 7.0k | 218.72 |
| 2021-06-30 | $9.6M | 45k | 214.96 |
| 2021-03-31 | $9.0M | 41k | 220.95 |
| 2020-12-31 | $579k | 3.0k | 196.01 |
| 2020-09-30 | $413k | 2.8k | 149.96 |
| 2020-06-30 | $380k | 2.7k | 143.18 |
| 2020-03-31 | $397k | 3.5k | 114.38 |
| 2019-12-31 | $1.5M | 9.2k | 165.70 |