iShares Russell 2000 Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 26k | 241.96 |
| 2025-06-30 | $4.8M | 22k | 215.78 |
| 2025-03-31 | $3.3M | 17k | 199.49 |
| 2024-12-31 | $4.0M | 18k | 220.95 |
| 2024-09-30 | $1.5M | 6.7k | 220.87 |
| 2024-06-30 | $850k | 4.2k | 202.90 |
| 2024-03-31 | $399k | 1.9k | 210.30 |
| 2023-12-31 | $1.6M | 7.8k | 200.71 |
| 2022-03-31 | $203k | 990 | 205.05 |
| 2021-12-31 | $201k | 990 | 203.03 |
| 2021-09-30 | $216k | 989 | 218.40 |
| 2021-06-30 | $238k | 1.0k | 229.07 |
| 2021-03-31 | $233k | 1.1k | 215.94 |
| 2020-12-31 | $248k | 1.1k | 227.73 |
| 2019-12-31 | $254k | 1.5k | 165.58 |
| 2019-03-31 | $203k | 1.3k | 152.86 |
| 2018-12-31 | $230k | 1.5k | 153.03 |
More positions owned by Pensionmark Financial Group
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