iShares Russell 2000 Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $22k | 73 | 300.45 |
| 2026-03-31 | $18k | 73 | 248.00 |
| 2025-12-31 | $18k | 74 | 246.16 |
| 2025-09-30 | $18k | 74 | 241.97 |
| 2025-06-30 | $18k | 81 | 215.79 |
| 2025-03-31 | $16k | 82 | 199.50 |
| 2024-12-31 | $18k | 82 | 220.96 |
| 2024-09-30 | $19k | 87 | 220.90 |
| 2024-06-30 | $39k | 194 | 202.89 |