iShares Russell 2000 Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor 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 Oak Harbor 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 18k | 220.88 |
| 2024-06-30 | $3.5M | 17k | 202.89 |
| 2024-03-31 | $3.7M | 18k | 210.31 |
| 2023-12-31 | $3.6M | 18k | 200.71 |
| 2023-09-30 | $2.8M | 16k | 176.74 |
| 2023-06-30 | $2.8M | 15k | 187.27 |
| 2023-03-31 | $2.6M | 15k | 178.41 |
| 2022-12-31 | $2.6M | 15k | 174.36 |
| 2022-09-30 | $2.4M | 15k | 164.96 |
| 2022-06-30 | $2.5M | 15k | 169.39 |
| 2022-03-31 | $2.9M | 14k | 205.25 |
| 2021-12-31 | $2.2M | 10k | 222.44 |
More positions owned by Oak Harbor Wealth Partners
View all positions for Oak Harbor Wealth Partners