iShares Russell 2000 Index shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Merit Financial Group 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 Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.7M | 23k | 246.18 |
| 2025-09-30 | $5.4M | 23k | 241.96 |
| 2025-06-30 | $9.8M | 45k | 215.79 |
| 2025-03-31 | $5.1M | 25k | 199.49 |
| 2024-12-31 | $5.7M | 26k | 220.96 |
| 2024-09-30 | $3.9M | 18k | 220.89 |
| 2024-03-31 | $3.1M | 15k | 201.90 |
| 2023-12-31 | $2.9M | 15k | 200.71 |
| 2023-09-30 | $2.9M | 17k | 176.74 |
| 2023-06-30 | $3.2M | 17k | 187.27 |
| 2023-03-31 | $3.3M | 19k | 178.40 |
| 2022-12-31 | $3.7M | 21k | 174.36 |
| 2022-09-30 | $3.1M | 19k | 164.95 |
| 2022-06-30 | $3.2M | 19k | 169.34 |
| 2022-03-31 | $4.0M | 19k | 205.26 |
| 2021-12-31 | $4.4M | 20k | 222.46 |
| 2021-09-30 | $4.3M | 20k | 218.74 |
| 2021-06-30 | $4.5M | 20k | 229.38 |
| 2021-03-31 | $4.1M | 18k | 220.97 |
| 2020-12-31 | $2.4M | 13k | 196.06 |
| 2020-09-30 | $1.5M | 10k | 149.76 |
| 2020-06-30 | $696k | 4.9k | 143.24 |
| 2020-03-31 | $601k | 5.2k | 114.50 |
| 2019-12-31 | $1.2M | 7.4k | 165.70 |
| 2019-09-30 | $526k | 3.5k | 151.37 |