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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by MBL Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |