iShares Russell 2000 Index shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $403k | 1.8k | 220.92 |
2024-06-30 | $355k | 1.7k | 202.91 |
2024-03-31 | $374k | 1.8k | 210.32 |
2023-12-31 | $234k | 1.2k | 200.72 |
2023-09-30 | $647k | 3.7k | 176.74 |
2023-06-30 | $782k | 4.2k | 187.27 |
2023-03-31 | $353k | 2.0k | 178.40 |
2022-12-31 | $209k | 1.2k | 174.36 |
2022-09-30 | $330k | 2.0k | 164.84 |
2022-06-30 | $557k | 3.3k | 169.35 |
2022-03-31 | $729k | 3.6k | 205.24 |
2021-12-31 | $796k | 3.6k | 222.47 |
2021-09-30 | $755k | 3.5k | 218.71 |
2021-06-30 | $776k | 3.4k | 229.45 |
2021-03-31 | $451k | 2.0k | 220.86 |
2020-12-31 | $142k | 723 | 196.40 |
2020-09-30 | $92k | 616 | 149.35 |
2020-06-30 | $125k | 871 | 143.51 |
2020-03-31 | $105k | 918 | 114.38 |
2019-12-31 | $537k | 3.2k | 165.54 |
2019-09-30 | $458k | 3.0k | 151.25 |
2019-06-30 | $482k | 3.1k | 155.28 |
2019-03-31 | $606k | 4.0k | 152.99 |
2018-12-31 | $414k | 3.1k | 133.89 |
2018-09-30 | $526k | 3.1k | 168.43 |
2018-06-30 | $582k | 3.6k | 163.81 |
2018-03-31 | $573k | 3.9k | 148.18 |
2017-12-31 | $652k | 4.2k | 154.39 |
2017-09-30 | $567k | 3.8k | 149.33 |
2017-06-30 | $511k | 3.7k | 139.92 |
2017-03-31 | $462k | 3.4k | 134.34 |
2016-12-31 | $333k | 2.5k | 134.44 |
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