iShares Russell 2000 Index shares owned by Peterson Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Peterson Financial Group
from 13F filings
Historical chart of Peterson Financial Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Peterson Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Peterson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18k | 80 | 221.01 |
| 2024-03-31 | $1.5M | 7.1k | 210.30 |
| 2023-12-31 | $1.4M | 7.1k | 200.72 |
| 2023-09-30 | $1.3M | 7.1k | 176.75 |
| 2023-06-30 | $1.3M | 6.7k | 187.26 |
| 2023-03-31 | $1.2M | 6.7k | 178.39 |
| 2022-12-31 | $1.1M | 6.4k | 174.35 |
| 2022-09-30 | $1.1M | 6.7k | 164.83 |
| 2022-06-30 | $1.0M | 6.1k | 169.44 |
| 2022-03-31 | $1.1M | 5.4k | 205.12 |
| 2021-12-31 | $3.4M | 15k | 222.51 |