iShares Russell 2000 Index shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions 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 Income Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 1.6k | 241.96 |
| 2025-06-30 | $354k | 1.6k | 215.79 |
| 2025-03-31 | $352k | 1.8k | 199.49 |
| 2024-12-31 | $390k | 1.8k | 220.96 |
| 2024-09-30 | $290k | 1.3k | 220.89 |
| 2024-06-30 | $266k | 1.3k | 202.89 |
| 2024-03-31 | $349k | 1.7k | 210.30 |
| 2023-12-31 | $303k | 1.5k | 200.71 |
| 2023-09-30 | $267k | 1.5k | 176.74 |
| 2023-06-30 | $259k | 1.4k | 187.27 |
| 2023-03-31 | $247k | 1.4k | 178.40 |
| 2022-12-31 | $241k | 1.4k | 174.36 |
| 2022-09-30 | $236k | 1.4k | 165.85 |
| 2022-06-30 | $208k | 1.2k | 169.38 |
| 2022-03-31 | $300k | 1.5k | 205.20 |
| 2021-12-31 | $610k | 2.7k | 222.30 |
| 2021-09-30 | $342k | 1.6k | 218.53 |
| 2021-06-30 | $527k | 2.3k | 229.53 |
| 2021-03-31 | $419k | 1.9k | 220.99 |
| 2020-12-31 | $259k | 1.3k | 195.77 |
| 2020-03-31 | $341k | 3.0k | 114.58 |
| 2019-12-31 | $1.2M | 7.3k | 165.72 |
| 2019-09-30 | $1.1M | 7.3k | 151.39 |
| 2019-06-30 | $1.2M | 7.9k | 155.54 |
| 2019-03-31 | $1.2M | 7.9k | 153.08 |
| 2018-12-31 | $1.1M | 8.1k | 133.95 |
| 2018-09-30 | $1.0M | 6.0k | 168.60 |
| 2018-06-30 | $936k | 5.7k | 163.81 |
| 2018-03-31 | $875k | 5.8k | 151.83 |
| 2017-12-31 | $872k | 5.7k | 152.42 |
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