iShares Russell 2000 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $254k | 1.0k | 247.89 |
| 2024-12-31 | $251k | 1.1k | 220.87 |
| 2024-09-30 | $251k | 1.1k | 220.86 |
| 2024-06-30 | $369k | 1.8k | 202.90 |
| 2024-03-31 | $558k | 2.7k | 210.30 |
| 2023-12-31 | $881k | 4.4k | 200.71 |
| 2023-09-30 | $798k | 4.5k | 176.74 |
| 2023-06-30 | $838k | 4.5k | 185.78 |
| 2023-03-31 | $806k | 4.5k | 178.40 |
| 2022-12-31 | $788k | 4.5k | 174.36 |
| 2022-09-30 | $768k | 4.7k | 164.98 |
| 2022-06-30 | $784k | 4.6k | 169.40 |
| 2022-03-31 | $948k | 4.6k | 205.24 |
| 2021-12-31 | $1.0M | 4.7k | 222.48 |
More positions owned by Perfromance Wealth Partners
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