iShares Russell 2000 Index shares owned by Southern Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $5.6M | 31k | 178.40 |
| 2022-12-31 | $5.5M | 31k | 174.36 |
| 2022-09-30 | $5.7M | 31k | 183.33 |
| 2022-06-30 | $5.5M | 33k | 169.37 |
| 2022-03-31 | $6.3M | 31k | 205.26 |
| 2021-12-31 | $5.7M | 26k | 222.46 |
| 2021-09-30 | $5.4M | 25k | 218.74 |
| 2021-06-30 | $5.5M | 25k | 223.38 |
| 2021-03-31 | $5.4M | 25k | 220.95 |
| 2020-12-31 | $3.8M | 19k | 196.05 |
| 2020-09-30 | $2.8M | 19k | 149.81 |
| 2020-06-30 | $2.7M | 19k | 143.19 |
| 2020-03-31 | $2.7M | 23k | 114.47 |
| 2019-12-31 | $3.9M | 24k | 165.66 |
More positions owned by Southern Wealth Management
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