iShares Russell 2000 Index shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $365k | 1.7k | 220.93 |
| 2024-09-30 | $430k | 1.9k | 220.88 |
| 2024-06-30 | $438k | 2.2k | 202.90 |
| 2024-03-31 | $452k | 2.2k | 210.32 |
| 2023-12-31 | $442k | 2.2k | 200.74 |
| 2023-09-30 | $397k | 2.2k | 176.78 |
| 2023-06-30 | $418k | 2.2k | 187.31 |
| 2023-03-31 | $398k | 2.2k | 178.38 |
| 2022-12-31 | $388k | 2.2k | 174.31 |
| 2022-09-30 | $232k | 1.4k | 164.77 |
| 2022-06-30 | $319k | 1.9k | 169.41 |
| 2022-03-31 | $386k | 1.9k | 205.43 |
| 2021-12-31 | $442k | 2.0k | 222.45 |
| 2021-09-30 | $433k | 2.0k | 218.80 |
| 2021-06-30 | $454k | 2.0k | 229.41 |
| 2021-03-31 | $371k | 1.7k | 220.96 |
| 2020-12-31 | $332k | 1.7k | 195.87 |
| 2020-09-30 | $252k | 1.7k | 149.91 |
| 2020-06-30 | $236k | 1.6k | 143.12 |
| 2019-12-31 | $272k | 1.6k | 165.85 |
| 2019-09-30 | $247k | 1.6k | 151.16 |