iShares Russell 2000 Index shares owned by Private Client Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Private Client Services
from 13F filings
Historical chart of Private Client Services investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Private Client Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Private Client Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 1.5k | 242.00 |
| 2025-06-30 | $310k | 1.4k | 215.77 |
| 2025-03-31 | $307k | 1.5k | 199.54 |
| 2024-12-31 | $500k | 2.3k | 220.94 |
| 2024-09-30 | $449k | 2.0k | 220.89 |
| 2024-06-30 | $224k | 1.1k | 202.98 |