iShares Russell 2000 Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 17k | 241.96 |
| 2025-06-30 | $2.4M | 11k | 215.77 |
| 2025-03-31 | $1.8M | 9.1k | 199.49 |
| 2024-12-31 | $840k | 3.8k | 220.95 |
| 2024-09-30 | $1.4M | 6.2k | 220.90 |
| 2024-06-30 | $7.8M | 38k | 202.89 |
| 2024-03-31 | $13M | 59k | 210.30 |
| 2023-12-31 | $605k | 3.0k | 200.74 |
| 2023-09-30 | $502k | 2.8k | 176.75 |
| 2023-06-30 | $389k | 2.1k | 187.31 |
| 2023-03-31 | $404k | 2.3k | 178.40 |
| 2022-12-31 | $213k | 1.2k | 174.35 |