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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by NewEdge Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |