iShares Russell 2000 Index shares owned by Penobscot Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Penobscot Wealth Management
from 13F filings
Historical chart of Penobscot 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 Penobscot Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Penobscot Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 3.2k | 241.93 |
| 2025-06-30 | $581k | 2.7k | 215.77 |
| 2025-03-31 | $320k | 1.6k | 199.54 |
| 2024-12-31 | $598k | 2.7k | 220.91 |
| 2024-09-30 | $439k | 2.0k | 220.94 |
| 2024-06-30 | $239k | 1.2k | 201.01 |
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