iShares Russell 2000 Index shares owned by MB Generational Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by MB Generational Wealth
from 13F filings
Historical chart of MB Generational 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 MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by MB Generational Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 3.6k | 241.96 |
| 2025-03-31 | $545k | 2.7k | 199.49 |
| 2024-12-31 | $610k | 2.8k | 220.96 |
| 2024-09-30 | $610k | 2.8k | 220.89 |
| 2024-06-30 | $561k | 2.8k | 202.89 |
| 2024-03-31 | $582k | 2.8k | 210.30 |
| 2023-12-31 | $555k | 2.8k | 200.71 |