Pensionmark Financial Group »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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