iShares Russell 2000 Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $662k | 2.7k | 241.96 |
| 2025-06-30 | $590k | 2.7k | 215.79 |
| 2025-03-31 | $545k | 2.7k | 199.49 |
| 2024-12-31 | $604k | 2.7k | 220.96 |
| 2024-09-30 | $524k | 2.4k | 220.89 |
| 2024-06-30 | $482k | 2.4k | 202.89 |
| 2024-03-31 | $398k | 1.9k | 210.30 |
| 2023-12-31 | $357k | 1.8k | 200.71 |
| 2023-09-30 | $311k | 1.8k | 176.74 |
| 2023-06-30 | $330k | 1.8k | 187.27 |
| 2023-03-31 | $366k | 2.1k | 178.40 |
| 2022-12-31 | $315k | 1.8k | 174.36 |
| 2021-06-30 | $203k | 886 | 229.12 |
| 2021-03-31 | $203k | 886 | 229.12 |
| 2020-12-31 | $372k | 1.9k | 195.89 |
| 2020-09-30 | $285k | 1.9k | 150.00 |
| 2020-06-30 | $301k | 2.1k | 142.99 |
| 2020-03-31 | $228k | 2.0k | 114.69 |
| 2019-12-31 | $611k | 3.7k | 165.76 |