iShares Russell 2000 Index shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $610k | 3.1k | 199.46 |
| 2024-12-31 | $830k | 3.8k | 220.98 |
| 2024-09-30 | $800k | 3.6k | 220.86 |
| 2024-06-30 | $733k | 3.6k | 202.91 |
| 2024-03-31 | $760k | 3.6k | 210.28 |
| 2023-12-31 | $724k | 3.6k | 200.72 |
| 2023-09-30 | $638k | 3.6k | 176.75 |
| 2023-06-30 | $651k | 3.5k | 187.28 |
| 2023-03-31 | $620k | 3.5k | 178.41 |
| 2022-12-31 | $619k | 3.6k | 174.37 |
| 2022-09-30 | $525k | 3.2k | 166.03 |