iShares Russell 2000 Index shares owned by ProVise Management Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $324k | 1.5k | 220.82 |
| 2024-06-30 | $375k | 1.8k | 202.94 |
| 2024-03-31 | $570k | 2.7k | 210.33 |
| 2023-12-31 | $587k | 2.9k | 200.74 |
| 2023-09-30 | $543k | 3.1k | 176.75 |
| 2023-06-30 | $640k | 3.6k | 178.41 |
| 2023-03-31 | $640k | 3.6k | 178.41 |
| 2022-12-31 | $759k | 4.4k | 174.37 |
| 2022-09-30 | $719k | 4.4k | 164.95 |
| 2022-06-30 | $908k | 5.4k | 169.43 |
| 2022-03-31 | $1.1M | 5.5k | 205.35 |
| 2021-12-31 | $947k | 4.3k | 222.35 |
| 2021-09-30 | $926k | 4.2k | 218.65 |
| 2021-06-30 | $1.2M | 5.0k | 229.33 |
| 2021-03-31 | $936k | 4.2k | 221.02 |
| 2020-12-31 | $830k | 4.2k | 195.99 |
| 2020-09-30 | $634k | 4.2k | 149.70 |
| 2020-06-30 | $606k | 4.2k | 143.09 |
| 2020-03-31 | $485k | 4.2k | 114.52 |
| 2019-12-31 | $702k | 4.2k | 165.76 |
| 2019-09-30 | $650k | 4.3k | 151.34 |
| 2019-06-30 | $668k | 4.3k | 155.53 |
| 2019-03-31 | $658k | 4.3k | 153.20 |
| 2018-12-31 | $899k | 6.7k | 133.88 |
| 2018-09-30 | $1.3M | 7.5k | 168.55 |
| 2018-06-30 | $1.2M | 7.5k | 163.74 |
| 2018-03-31 | $1.2M | 8.0k | 151.80 |
| 2017-12-31 | $1.2M | 8.2k | 152.49 |
| 2017-09-30 | $1.3M | 9.1k | 148.27 |
| 2017-06-30 | $1.3M | 9.5k | 140.90 |
| 2017-03-31 | $1.0M | 7.3k | 137.52 |
| 2016-12-31 | $863k | 6.4k | 134.82 |
| 2016-09-30 | $422k | 3.4k | 124.08 |
| 2016-06-30 | $396k | 3.4k | 114.92 |
| 2016-03-31 | $436k | 3.9k | 110.49 |
| 2015-12-31 | $439k | 3.9k | 112.54 |
| 2015-09-30 | $241k | 2.2k | 109.50 |
| 2012-03-31 | $217k | 2.6k | 82.67 |
| 2011-06-30 | $238k | 2.9k | 82.78 |
| 2011-03-31 | $238k | 2.8k | 84.25 |