iShares Russell 2000 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.8k | 241.96 |
| 2025-06-30 | $1.3M | 5.9k | 215.79 |
| 2025-03-31 | $823k | 4.1k | 199.49 |
| 2024-12-31 | $918k | 4.2k | 220.96 |
| 2024-09-30 | $918k | 4.2k | 220.89 |
| 2024-06-30 | $902k | 4.4k | 202.89 |
| 2024-03-31 | $959k | 4.6k | 210.30 |
| 2023-12-31 | $954k | 4.8k | 200.71 |
| 2023-09-30 | $788k | 4.5k | 176.74 |
| 2023-06-30 | $839k | 4.5k | 187.27 |
| 2023-03-31 | $796k | 4.5k | 178.40 |
| 2022-12-31 | $804k | 4.6k | 174.36 |
| 2022-09-30 | $805k | 4.9k | 164.93 |
| 2022-06-30 | $778k | 4.6k | 169.35 |
| 2022-03-31 | $672k | 3.3k | 205.32 |
| 2021-12-31 | $751k | 3.4k | 222.52 |