iShares Russell 2000 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $992k | 4.1k | 241.96 |
| 2025-06-30 | $866k | 4.0k | 215.79 |
| 2025-03-31 | $892k | 4.5k | 199.50 |
| 2024-12-31 | $988k | 4.5k | 220.98 |
| 2024-09-30 | $988k | 4.5k | 220.91 |
| 2024-06-30 | $907k | 4.5k | 202.90 |
| 2024-03-31 | $941k | 4.5k | 210.31 |
| 2023-12-31 | $272k | 1.4k | 200.76 |
| 2023-09-30 | $255k | 1.4k | 177.61 |
| 2023-06-30 | $254k | 1.4k | 187.31 |
| 2023-03-31 | $242k | 1.4k | 178.44 |
| 2022-12-31 | $237k | 1.4k | 174.65 |
| 2022-06-30 | $292k | 1.7k | 169.28 |
| 2022-03-31 | $354k | 1.7k | 205.34 |
| 2021-12-31 | $383k | 1.7k | 222.29 |