iShares Russell 2000 Index shares owned by Monte Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 1.2k | 241.96 |
| 2024-03-31 | $253k | 1.2k | 210.30 |
| 2023-12-31 | $241k | 1.2k | 200.71 |
| 2023-09-30 | $205k | 1.2k | 176.74 |
| 2023-06-30 | $273k | 1.5k | 187.27 |
| 2023-03-31 | $279k | 1.6k | 178.40 |
| 2022-12-31 | $273k | 1.6k | 174.36 |
| 2022-09-30 | $216k | 1.3k | 165.14 |
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