iShares Russell 2000 Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 23k | 244.68 |
| 2025-06-30 | $4.1M | 19k | 219.84 |
| 2025-03-31 | $3.7M | 18k | 199.49 |
| 2024-12-31 | $4.8M | 22k | 220.96 |
| 2024-09-30 | $3.4M | 15k | 220.89 |
| 2024-06-30 | $3.8M | 19k | 202.89 |
| 2024-03-31 | $3.5M | 18k | 199.92 |
| 2023-12-31 | $4.7M | 24k | 200.71 |
| 2023-09-30 | $3.4M | 19k | 176.74 |
| 2023-06-30 | $3.1M | 17k | 187.28 |
| 2023-03-31 | $1.0M | 5.8k | 178.40 |
| 2022-12-31 | $2.3M | 13k | 174.36 |
| 2022-09-30 | $565k | 3.4k | 164.82 |
| 2022-06-30 | $489k | 2.9k | 169.32 |
| 2022-03-31 | $623k | 3.0k | 205.34 |
| 2021-12-31 | $506k | 2.3k | 222.61 |