iShares Russell 2000 Index shares owned by SFG Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $419k | 1.9k | 220.86 |
| 2024-06-30 | $440k | 2.2k | 202.90 |
| 2024-03-31 | $476k | 2.3k | 210.34 |
| 2023-12-31 | $495k | 2.5k | 200.71 |
| 2023-09-30 | $394k | 2.2k | 176.75 |
| 2023-06-30 | $424k | 2.3k | 187.28 |
| 2023-03-31 | $435k | 2.4k | 178.42 |
| 2022-12-31 | $460k | 2.6k | 174.36 |
| 2022-09-30 | $441k | 2.7k | 164.74 |
| 2022-06-30 | $465k | 2.7k | 169.52 |
| 2022-03-31 | $540k | 2.6k | 205.48 |
| 2021-12-31 | $616k | 2.8k | 222.54 |