iShares Russell 2000 Index shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.5k | 241.96 |
| 2025-06-30 | $1.6M | 7.6k | 215.79 |
| 2025-03-31 | $1.5M | 7.5k | 199.49 |
| 2024-12-31 | $1.6M | 7.4k | 220.96 |
| 2024-09-30 | $1.6M | 7.4k | 220.89 |
| 2024-06-30 | $1.5M | 7.6k | 202.89 |
| 2024-03-31 | $1.6M | 7.6k | 210.30 |
| 2023-09-30 | $1.4M | 7.9k | 176.74 |
| 2023-06-30 | $1.4M | 7.5k | 187.27 |
| 2023-03-31 | $1.4M | 7.7k | 178.40 |
| 2022-12-31 | $1.4M | 7.8k | 174.36 |
| 2022-09-30 | $714k | 4.3k | 164.82 |
| 2022-06-30 | $734k | 4.3k | 169.44 |
| 2022-03-31 | $921k | 4.5k | 205.21 |
| 2021-12-31 | $877k | 3.9k | 222.42 |