iShares Russell 2000 Index shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 11k | 200.70 |
| 2023-09-30 | $286k | 1.6k | 176.71 |
| 2023-06-30 | $340k | 1.8k | 187.26 |
| 2023-03-31 | $2.5M | 178 | 13779.30 |
| 2022-12-31 | $2.4M | 14k | 174.36 |
| 2022-09-30 | $2.2M | 14k | 164.95 |
| 2022-06-30 | $2.3M | 14k | 169.34 |
| 2022-03-31 | $4.2M | 21k | 205.29 |
| 2021-12-31 | $4.6M | 21k | 222.43 |
| 2021-09-30 | $4.9M | 23k | 218.73 |
| 2021-06-30 | $5.1M | 22k | 229.35 |
| 2021-03-31 | $3.8M | 17k | 220.93 |
| 2020-12-31 | $1.7M | 8.9k | 196.00 |
| 2020-09-30 | $1.3M | 9.0k | 149.75 |
| 2020-06-30 | $1.3M | 9.0k | 143.22 |
| 2020-03-31 | $2.9M | 25k | 114.46 |
| 2019-12-31 | $4.1M | 25k | 165.68 |
| 2019-09-30 | $2.7M | 18k | 151.32 |
| 2019-06-30 | $2.8M | 18k | 155.51 |
| 2019-03-31 | $2.8M | 18k | 153.10 |
| 2018-12-31 | $2.4M | 18k | 133.92 |
| 2018-09-30 | $2.8M | 17k | 168.55 |
| 2018-06-30 | $2.8M | 17k | 163.77 |
| 2018-03-31 | $2.6M | 17k | 151.84 |
| 2017-12-31 | $2.6M | 17k | 152.47 |
| 2017-09-30 | $2.4M | 16k | 148.19 |
| 2017-06-30 | $2.3M | 16k | 140.95 |
| 2017-03-31 | $2.2M | 16k | 137.50 |
| 2016-12-31 | $3.1M | 23k | 134.86 |
| 2016-09-30 | $2.9M | 24k | 124.21 |
| 2016-06-30 | $2.8M | 24k | 114.99 |
| 2016-03-31 | $2.6M | 24k | 110.64 |
| 2015-12-31 | $2.5M | 22k | 112.63 |
| 2015-09-30 | $2.3M | 21k | 109.19 |
| 2015-06-30 | $2.7M | 22k | 124.88 |
| 2015-03-31 | $2.6M | 21k | 124.39 |
| 2014-12-31 | $2.3M | 19k | 119.62 |
| 2014-09-30 | $1.9M | 17k | 109.33 |
| 2014-06-30 | $2.4M | 20k | 118.82 |
| 2014-03-31 | $2.5M | 21k | 116.33 |
| 2013-12-31 | $2.5M | 21k | 115.34 |
| 2013-09-30 | $2.3M | 21k | 106.62 |
| 2013-06-30 | $2.3M | 24k | 96.99 |
| 2013-03-31 | $2.5M | 27k | 94.44 |
| 2012-12-31 | $2.6M | 31k | 84.32 |
| 2012-09-30 | $1.5M | 18k | 83.46 |
| 2012-06-30 | $1.4M | 18k | 79.57 |
| 2012-03-31 | $1.4M | 18k | 82.78 |
| 2011-12-31 | $1.2M | 17k | 73.74 |
| 2011-09-30 | $1.1M | 17k | 64.27 |
| 2011-06-30 | $1.4M | 16k | 82.79 |
| 2011-03-31 | $1.3M | 15k | 84.14 |
More positions owned by Sheets Smith Wealth Management
View all positions for Sheets Smith Wealth Management