iShares Russell 2000 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 13k | 241.96 |
| 2025-06-30 | $3.2M | 15k | 215.78 |
| 2025-03-31 | $2.5M | 12k | 199.50 |
| 2024-12-31 | $2.7M | 12k | 220.96 |
| 2024-09-30 | $2.7M | 12k | 220.89 |
| 2024-06-30 | $2.1M | 10k | 202.89 |
| 2024-03-31 | $2.5M | 12k | 210.29 |
| 2023-12-31 | $2.1M | 10k | 200.70 |
| 2023-09-30 | $1.6M | 9.3k | 176.74 |
| 2023-06-30 | $1.5M | 8.2k | 187.27 |
| 2023-03-31 | $1.4M | 7.9k | 178.40 |
| 2022-12-31 | $1.4M | 8.0k | 174.35 |
| 2022-09-30 | $1.1M | 7.0k | 164.90 |
| 2022-06-30 | $1.2M | 6.8k | 169.38 |
| 2022-03-31 | $1.4M | 6.8k | 205.20 |
| 2021-12-31 | $1.5M | 6.5k | 222.46 |
| 2021-09-30 | $1.4M | 6.5k | 218.77 |
| 2021-06-30 | $1.5M | 6.7k | 229.37 |
| 2021-03-31 | $1.4M | 6.3k | 221.00 |
| 2020-12-31 | $1.1M | 5.8k | 196.02 |
| 2020-09-30 | $846k | 5.6k | 149.81 |
| 2020-06-30 | $841k | 5.9k | 143.22 |
| 2020-03-31 | $692k | 6.0k | 114.46 |
| 2019-12-31 | $1.1M | 6.6k | 165.68 |
| 2019-09-30 | $888k | 5.9k | 151.28 |
| 2019-06-30 | $871k | 5.6k | 155.54 |
| 2019-03-31 | $881k | 5.8k | 153.03 |
| 2018-12-31 | $708k | 5.3k | 133.89 |
| 2018-09-30 | $887k | 5.3k | 168.57 |
| 2018-06-30 | $557k | 3.4k | 163.78 |
| 2018-03-31 | $418k | 2.8k | 151.78 |
| 2017-12-31 | $532k | 3.5k | 152.35 |
| 2017-09-30 | $754k | 5.1k | 148.22 |
| 2017-06-30 | $715k | 5.1k | 140.91 |
| 2017-03-31 | $665k | 4.8k | 137.60 |
| 2016-12-31 | $649k | 4.8k | 134.96 |
| 2016-09-30 | $703k | 5.7k | 124.23 |
| 2016-06-30 | $627k | 5.5k | 115.02 |
| 2016-03-31 | $600k | 5.4k | 110.68 |
| 2015-12-31 | $660k | 5.9k | 112.57 |
| 2015-09-30 | $628k | 5.8k | 109.18 |
| 2015-06-30 | $741k | 6.0k | 124.31 |