iShares Russell 2000 Index shares owned by Retirement Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Retirement 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 Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $910k | 4.3k | 210.32 |
| 2023-12-31 | $911k | 4.5k | 200.71 |
| 2023-09-30 | $802k | 4.5k | 176.74 |
| 2023-06-30 | $858k | 4.6k | 187.27 |
| 2023-03-31 | $817k | 4.6k | 178.38 |
| 2022-12-31 | $802k | 4.6k | 174.42 |
| 2022-09-30 | $163k | 991 | 164.48 |
| 2022-06-30 | $826k | 4.9k | 169.44 |
| 2022-03-31 | $963k | 4.7k | 205.24 |
| 2021-12-31 | $2.5M | 11k | 222.43 |
| 2021-09-30 | $1.1M | 4.9k | 218.69 |
| 2021-06-30 | $1.1M | 4.9k | 229.28 |
| 2021-03-31 | $1.1M | 5.2k | 220.86 |
| 2020-12-31 | $1.1M | 5.5k | 196.01 |
| 2020-09-30 | $10k | 48 | 208.33 |
| 2020-06-30 | $884k | 6.2k | 143.18 |
| 2019-12-31 | $887k | 5.4k | 165.67 |