iShares Russell 2000 Index shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 10k | 220.96 |
| 2024-09-30 | $2.3M | 11k | 220.89 |
| 2024-06-30 | $2.0M | 10k | 202.89 |
| 2024-03-31 | $4.1M | 19k | 210.30 |
| 2023-12-31 | $3.9M | 20k | 200.71 |
| 2023-09-30 | $3.5M | 20k | 176.74 |
| 2023-06-30 | $3.7M | 20k | 187.27 |
| 2023-03-31 | $3.8M | 22k | 178.40 |
| 2022-12-31 | $3.9M | 23k | 174.36 |
| 2022-09-30 | $3.7M | 22k | 164.90 |
| 2022-06-30 | $3.8M | 23k | 169.32 |
| 2022-03-31 | $463k | 2.3k | 205.14 |
| 2021-12-31 | $502k | 2.3k | 222.42 |
| 2021-09-30 | $494k | 2.3k | 218.87 |
| 2021-06-30 | $427k | 1.9k | 221.13 |
| 2021-03-31 | $426k | 1.9k | 220.61 |
| 2020-12-31 | $362k | 1.8k | 195.99 |
| 2020-09-30 | $277k | 1.8k | 149.97 |
| 2020-06-30 | $264k | 1.8k | 142.93 |
| 2020-03-31 | $202k | 1.8k | 114.00 |
| 2019-12-31 | $291k | 1.8k | 165.34 |
More positions owned by Regent Peak Wealth Advisors
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