iShares Russell 2000 Index shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $228k | 1.1k | 200.71 |
| 2023-09-30 | $246k | 1.4k | 176.74 |
| 2023-06-30 | $276k | 1.5k | 187.27 |
| 2023-03-31 | $263k | 1.5k | 178.40 |
| 2022-12-31 | $257k | 1.5k | 174.36 |
| 2022-09-30 | $243k | 1.5k | 164.86 |
| 2022-06-30 | $253k | 1.5k | 171.64 |
| 2022-03-31 | $303k | 1.5k | 205.56 |
| 2021-12-31 | $328k | 1.5k | 222.52 |
| 2021-09-30 | $410k | 1.9k | 218.55 |
| 2021-06-30 | $438k | 1.9k | 229.56 |
| 2021-03-31 | $507k | 2.3k | 221.01 |
| 2020-12-31 | $310k | 1.6k | 196.31 |
| 2020-06-30 | $209k | 1.3k | 158.09 |
More positions owned by One Charles Private Wealth Services
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