iShares Russell 2000 Index shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $877k | 4.4k | 200.73 |
| 2023-09-30 | $772k | 4.4k | 176.75 |
| 2023-06-30 | $818k | 4.4k | 187.28 |
| 2023-03-31 | $779k | 4.4k | 178.40 |
| 2022-12-31 | $761k | 4.4k | 174.36 |
| 2022-09-30 | $720k | 4.4k | 164.87 |
| 2022-06-30 | $740k | 4.4k | 169.45 |
| 2022-03-31 | $896k | 4.4k | 205.18 |
| 2021-12-31 | $971k | 4.4k | 222.40 |