iShares Russell 2000 Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.1k | 241.96 |
| 2025-06-30 | $1.3M | 6.2k | 215.79 |
| 2025-03-31 | $1.3M | 6.6k | 199.49 |
| 2024-12-31 | $1.5M | 6.8k | 220.96 |
| 2024-09-30 | $1.5M | 6.9k | 220.89 |
| 2024-06-30 | $1.4M | 6.9k | 202.89 |
| 2024-03-31 | $1.5M | 6.9k | 210.30 |
| 2023-12-31 | $1.1M | 5.6k | 200.71 |
| 2023-09-30 | $1.0M | 5.7k | 176.74 |
| 2023-06-30 | $1.1M | 5.7k | 187.27 |
| 2023-03-31 | $1.1M | 6.4k | 178.40 |
| 2022-12-31 | $1.1M | 6.5k | 174.31 |
| 2022-09-30 | $1.1M | 6.7k | 164.91 |
| 2022-06-30 | $1.4M | 8.2k | 169.30 |
| 2022-03-31 | $1.4M | 7.0k | 205.29 |
| 2021-03-31 | $1.6M | 7.4k | 221.00 |
| 2020-12-31 | $1.5M | 7.7k | 196.08 |