iShares Russell 2000 Index shares owned by Mycio Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mycio Wealth Partners
from 13F filings
Historical chart of Mycio Wealth Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Mycio Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Mycio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 14k | 241.96 |
| 2025-06-30 | $3.1M | 14k | 215.79 |
| 2025-03-31 | $3.4M | 17k | 199.49 |
| 2024-12-31 | $3.7M | 17k | 220.97 |
| 2024-09-30 | $3.5M | 16k | 220.89 |
| 2024-06-30 | $3.2M | 16k | 202.90 |
| 2024-03-31 | $3.3M | 16k | 210.29 |
| 2023-12-31 | $3.9M | 19k | 200.71 |
| 2023-09-30 | $3.4M | 19k | 176.74 |
| 2023-06-30 | $4.1M | 22k | 187.27 |
| 2023-03-31 | $3.9M | 22k | 178.40 |
| 2022-12-31 | $3.5M | 20k | 174.36 |
| 2022-09-30 | $3.1M | 19k | 164.89 |
| 2022-06-30 | $2.3M | 14k | 169.38 |
| 2022-03-31 | $3.5M | 17k | 205.25 |
| 2021-12-31 | $4.3M | 19k | 222.46 |
| 2021-09-30 | $4.1M | 19k | 218.75 |
| 2021-06-30 | $3.4M | 15k | 229.35 |
| 2021-03-31 | $2.9M | 13k | 220.94 |
| 2020-12-31 | $852k | 4.3k | 196.09 |
| 2020-09-30 | $322k | 2.1k | 149.98 |
| 2020-06-30 | $153k | 1.1k | 143.26 |
| 2020-03-31 | $121k | 1.1k | 114.04 |
| 2019-12-31 | $35M | 211k | 165.67 |
| 2019-09-30 | $29M | 192k | 151.34 |
| 2019-06-30 | $30M | 191k | 155.50 |
| 2019-03-31 | $29M | 188k | 153.09 |
| 2018-12-31 | $26M | 193k | 133.90 |
| 2018-09-30 | $19M | 114k | 168.55 |
| 2018-06-30 | $17M | 105k | 163.77 |
| 2018-03-31 | $16M | 104k | 151.83 |
| 2017-12-31 | $18M | 119k | 152.46 |
| 2017-09-30 | $14M | 96k | 148.18 |
| 2017-06-30 | $12M | 87k | 137.48 |
| 2017-03-31 | $12M | 87k | 137.48 |
| 2016-12-31 | $11M | 79k | 134.84 |
| 2016-09-30 | $8.2M | 66k | 124.21 |
| 2016-06-30 | $7.3M | 63k | 114.98 |
| 2016-03-31 | $6.7M | 61k | 110.63 |
| 2015-12-31 | $8.3M | 73k | 112.62 |
| 2015-09-30 | $6.6M | 60k | 109.20 |
| 2015-06-30 | $7.1M | 57k | 124.86 |
| 2015-03-31 | $6.5M | 52k | 124.36 |
| 2014-12-31 | $6.2M | 52k | 119.61 |
| 2014-09-30 | $4.5M | 41k | 109.34 |
| 2014-06-30 | $4.0M | 33k | 118.81 |
| 2014-03-31 | $2.9M | 25k | 116.34 |
| 2013-12-31 | $2.9M | 25k | 115.36 |
| 2013-09-30 | $2.2M | 21k | 106.61 |
| 2013-06-30 | $2.3M | 23k | 96.98 |