iShares Russell 2000 Index shares owned by Private Wealth Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 13k | 220.89 |
| 2024-06-30 | $3.3M | 16k | 202.89 |
| 2024-03-31 | $3.5M | 16k | 210.30 |
| 2023-12-31 | $3.2M | 16k | 200.71 |
| 2023-09-30 | $2.9M | 16k | 176.74 |
| 2023-06-30 | $1.7M | 9.3k | 187.27 |
| 2023-03-31 | $1.2M | 6.6k | 178.40 |
| 2022-12-31 | $1.3M | 7.2k | 174.36 |
| 2022-09-30 | $1.1M | 6.7k | 164.92 |
| 2022-06-30 | $2.5M | 15k | 169.35 |
| 2022-03-31 | $1.2M | 6.1k | 205.32 |
| 2021-12-31 | $1.3M | 6.0k | 222.50 |
| 2021-09-30 | $2.4M | 11k | 218.76 |
| 2021-06-30 | $2.5M | 11k | 229.37 |
| 2021-03-31 | $2.3M | 10k | 220.94 |
| 2020-12-31 | $1.7M | 8.8k | 196.01 |
| 2020-09-30 | $1.1M | 7.6k | 149.80 |
| 2020-06-30 | $1.5M | 10k | 143.20 |
| 2020-03-31 | $850k | 7.4k | 114.37 |
| 2019-12-31 | $3.2M | 20k | 165.67 |
| 2019-09-30 | $2.8M | 18k | 151.34 |
| 2019-06-30 | $2.8M | 18k | 155.52 |
| 2019-03-31 | $1.3M | 8.8k | 153.14 |
| 2018-12-31 | $1.2M | 9.3k | 133.90 |
| 2018-09-30 | $3.2M | 19k | 168.55 |
| 2018-06-30 | $3.2M | 19k | 163.76 |
| 2018-03-31 | $2.9M | 19k | 151.84 |
| 2017-12-31 | $3.1M | 21k | 152.44 |