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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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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
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