iShares Russell 2000 Index shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $51M | 206k | 249.56 |
| 2025-12-31 | $2.1M | 8.5k | 246.17 |
| 2025-09-30 | $7.7M | 32k | 241.96 |
| 2025-06-30 | $7.5M | 35k | 215.79 |
| 2025-03-31 | $6.4M | 32k | 199.49 |
| 2024-12-31 | $6.0M | 27k | 220.96 |
| 2024-09-30 | $871k | 3.9k | 220.87 |
| 2024-06-30 | $747k | 3.7k | 202.91 |
| 2024-03-31 | $1.2M | 5.6k | 210.31 |