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iShares Russell 2000 Index shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Richards, Merrill & Peterson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 2.8k 241.96
2025-06-30 $389k 1.8k 215.79
2025-03-31 $359k 1.8k 199.49