iShares Russell 2000 Index shares owned by Northeast Financial Consultants
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Northeast Financial Consultants
from 13F filings
Historical chart of Northeast Financial Consultants investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Northeast Financial Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 21k | 200.71 |
| 2023-09-30 | $3.7M | 21k | 176.74 |
| 2023-06-30 | $4.0M | 21k | 187.27 |
| 2023-03-31 | $3.8M | 21k | 178.40 |
| 2022-12-31 | $3.7M | 21k | 174.36 |
| 2022-09-30 | $3.5M | 21k | 164.92 |
| 2022-06-30 | $3.7M | 22k | 169.36 |
| 2022-03-31 | $4.4M | 22k | 205.28 |
| 2021-12-31 | $4.8M | 22k | 222.43 |
| 2021-09-30 | $4.7M | 22k | 218.76 |
| 2021-06-30 | $4.9M | 22k | 229.36 |
| 2021-03-31 | $4.8M | 22k | 220.94 |
| 2020-12-31 | $4.2M | 22k | 196.08 |
| 2020-09-30 | $3.2M | 21k | 149.80 |
| 2020-06-30 | $3.1M | 22k | 143.18 |
| 2020-03-31 | $2.5M | 22k | 114.47 |
| 2019-12-31 | $3.6M | 22k | 165.68 |
| 2019-09-30 | $3.3M | 22k | 151.35 |
| 2019-06-30 | $3.4M | 22k | 155.48 |
| 2019-03-31 | $3.3M | 21k | 153.07 |
| 2018-12-31 | $2.9M | 21k | 133.88 |
| 2018-09-30 | $1.0M | 6.2k | 168.48 |
| 2018-06-30 | $861k | 5.3k | 163.66 |
| 2018-03-31 | $798k | 5.3k | 151.68 |
| 2017-12-31 | $767k | 5.0k | 152.33 |
| 2017-09-30 | $305k | 2.1k | 147.99 |
| 2017-06-30 | $211k | 1.5k | 141.04 |
| 2017-03-31 | $206k | 1.5k | 137.70 |
| 2015-12-31 | $250k | 2.2k | 112.61 |
| 2015-09-30 | $1.1M | 10k | 109.20 |
More positions owned by Northeast Financial Consultants
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