iShares Russell 2000 Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $630k | 3.6k | 176.76 |
| 2023-06-30 | $788k | 4.2k | 187.29 |
| 2023-03-31 | $667k | 3.7k | 178.40 |
| 2022-12-31 | $675k | 3.9k | 174.36 |
| 2022-09-30 | $683k | 4.1k | 165.02 |
| 2022-06-30 | $1.1M | 6.2k | 169.42 |
| 2022-03-31 | $1.3M | 6.1k | 205.21 |
| 2021-12-31 | $1.5M | 6.9k | 222.50 |
| 2021-09-30 | $1.5M | 6.9k | 218.75 |
| 2021-06-30 | $1.7M | 7.4k | 229.32 |
| 2021-03-31 | $1.6M | 7.3k | 218.90 |
| 2020-12-31 | $1.5M | 7.8k | 196.00 |
| 2020-09-30 | $1.2M | 8.1k | 149.78 |
| 2020-06-30 | $1.2M | 8.1k | 143.21 |
| 2020-03-31 | $710k | 6.2k | 114.48 |
| 2019-12-31 | $1.2M | 9.5k | 128.70 |
| 2019-09-30 | $1.3M | 8.7k | 151.37 |
| 2019-06-30 | $1.4M | 8.9k | 155.54 |
| 2019-03-31 | $1.4M | 8.8k | 153.12 |
| 2018-12-31 | $1.2M | 9.0k | 133.93 |
| 2018-09-30 | $1.5M | 9.1k | 168.55 |
| 2018-06-30 | $1.6M | 9.7k | 163.75 |
| 2018-03-31 | $1.5M | 9.8k | 151.78 |
| 2017-12-31 | $2.0M | 13k | 152.45 |
| 2017-09-30 | $1.9M | 13k | 148.18 |
| 2017-06-30 | $1.9M | 13k | 140.92 |
| 2017-03-31 | $1.9M | 14k | 137.45 |
| 2016-12-31 | $1.9M | 14k | 134.86 |
| 2016-09-30 | $1.7M | 13k | 124.24 |
| 2016-06-30 | $1.5M | 13k | 114.95 |
| 2016-03-31 | $1.5M | 13k | 110.64 |
| 2015-12-31 | $1.5M | 13k | 112.60 |
| 2015-09-30 | $1.5M | 13k | 109.21 |
| 2015-06-30 | $1.7M | 13k | 124.87 |
| 2015-03-31 | $1.7M | 14k | 124.34 |