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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by PBMares Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by PBMares Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |