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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

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Quarterly reported holdings in iShares Russell 2000 Index by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
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