iShares Russell 2000 Index shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
from 13F filings
Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 52k | 245.14 |
| 2025-03-31 | $433k | 2.2k | 199.47 |
| 2024-12-31 | $28M | 126k | 220.96 |
More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
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