iShares Russell 2000 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.0k | 241.94 |
| 2025-06-30 | $1.1M | 5.3k | 215.80 |
| 2025-03-31 | $1.1M | 5.5k | 199.47 |
| 2024-12-31 | $1.2M | 5.5k | 220.96 |
| 2024-09-30 | $1.3M | 6.0k | 210.28 |
| 2024-06-30 | $1.1M | 5.5k | 202.90 |
| 2024-03-31 | $1.3M | 6.0k | 210.28 |
| 2023-12-31 | $1.2M | 5.8k | 200.70 |
| 2023-09-30 | $1.2M | 6.9k | 176.73 |
| 2023-06-30 | $1.3M | 6.9k | 187.28 |
| 2023-03-31 | $1.5M | 8.8k | 174.60 |
| 2022-12-31 | $1.5M | 8.9k | 174.35 |
| 2022-09-30 | $1.2M | 7.2k | 164.98 |
| 2022-06-30 | $1.2M | 6.9k | 169.34 |
| 2022-03-31 | $1.7M | 8.1k | 205.26 |
| 2021-12-31 | $2.1M | 9.6k | 222.45 |
| 2021-09-30 | $2.2M | 10k | 218.77 |
| 2021-06-30 | $2.3M | 10k | 229.36 |
| 2021-03-31 | $2.2M | 9.8k | 220.98 |
| 2020-12-31 | $2.0M | 10k | 196.03 |
More positions owned by Monticello Wealth Management
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