iShares Russell 2000 Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 1.0k | 241.93 |
| 2025-06-30 | $216k | 1.0k | 215.72 |
| 2025-03-31 | $213k | 1.1k | 199.58 |
| 2024-12-31 | $221k | 1.0k | 221.04 |
| 2024-09-30 | $221k | 1.0k | 220.92 |
| 2024-06-30 | $203k | 1.0k | 202.87 |
| 2024-03-31 | $210k | 1.0k | 210.23 |
| 2023-12-31 | $201k | 1.0k | 200.61 |
| 2023-09-30 | $309k | 1.7k | 176.73 |
| 2022-03-31 | $300k | 1.5k | 205.48 |
| 2021-12-31 | $325k | 1.5k | 222.60 |
| 2021-09-30 | $319k | 1.5k | 218.49 |
| 2021-06-30 | $325k | 1.4k | 229.20 |
| 2021-03-31 | $335k | 1.5k | 220.83 |
| 2020-12-31 | $297k | 1.5k | 196.30 |