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iShares Russell 2000 Index shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth Management investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 25k 241.96
2025-06-30 $5.6M 26k 215.79
2025-03-31 $5.2M 26k 199.49
2024-12-31 $5.2M 24k 220.96
2024-09-30 $5.3M 24k 220.89
2024-06-30 $4.8M 24k 202.89
2024-03-31 $5.0M 24k 210.30
2023-12-31 $4.5M 23k 200.71
2023-09-30 $4.1M 23k 176.74
2023-06-30 $4.3M 23k 187.27
2023-03-31 $4.8M 27k 178.40
2022-12-31 $4.3M 25k 174.36
2022-09-30 $3.9M 23k 164.91
2022-06-30 $3.1M 18k 169.34
2022-03-31 $3.2M 16k 205.24
2021-12-31 $3.1M 14k 222.46
2021-09-30 $3.0M 14k 218.74
2021-06-30 $3.1M 14k 229.36
2021-03-31 $3.0M 14k 220.96
2020-12-31 $2.7M 14k 196.04
2020-09-30 $2.1M 14k 149.81
2020-06-30 $2.0M 14k 143.19
2020-03-31 $1.4M 12k 114.43
2019-12-31 $713k 4.3k 165.62
2019-09-30 $652k 4.3k 151.45
2019-06-30 $573k 3.7k 155.54
2019-03-31 $863k 5.6k 153.10
2018-12-31 $476k 3.6k 133.78
2017-09-30 $0 6 0.00
2013-12-31 $14k 119 117.65
2012-06-30 $8.0k 100 80.00
2012-03-31 $8.0k 100 80.00
2011-12-31 $7.0k 100 70.00

More positions owned by Smith & Howard Wealth Management

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)

View all positions for Smith & Howard Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
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Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock
Belvedere Trading

View all funds holding iShares Russell 2000 Index