iShares Russell 2000 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 63k | 210.30 |
| 2023-09-30 | $11M | 64k | 177.57 |
| 2023-06-30 | $12M | 63k | 187.26 |
| 2023-03-31 | $9.8M | 57k | 172.33 |
| 2022-12-31 | $9.7M | 56k | 174.35 |
| 2022-09-30 | $9.3M | 57k | 164.92 |
| 2022-06-30 | $9.6M | 57k | 169.36 |
| 2022-03-31 | $13M | 62k | 205.81 |
| 2021-12-31 | $14M | 62k | 222.22 |
| 2021-09-30 | $13M | 61k | 218.43 |
| 2021-03-31 | $14M | 61k | 220.96 |
| 2020-12-31 | $12M | 60k | 195.71 |
| 2020-09-30 | $9.7M | 64k | 150.25 |
| 2020-06-30 | $9.6M | 67k | 143.19 |
| 2020-03-31 | $7.8M | 68k | 114.46 |
| 2019-12-31 | $6.3M | 38k | 165.66 |
| 2019-09-30 | $5.5M | 37k | 151.33 |
| 2019-06-30 | $5.6M | 36k | 155.51 |
| 2019-03-31 | $36M | 36k | 998.72 |
| 2018-12-31 | $4.8M | 36k | 133.89 |
| 2018-09-30 | $7.8k | 26k | 0.30 |
| 2018-06-30 | $4.3k | 26k | 0.16 |
| 2018-03-31 | $4.1k | 27k | 0.15 |
| 2017-12-31 | $4.5M | 29k | 152.46 |
| 2017-09-30 | $4.5M | 30k | 148.17 |
| 2017-06-30 | $5.5M | 39k | 140.93 |
| 2017-03-31 | $4.8M | 35k | 137.48 |
| 2016-12-31 | $4.1M | 30k | 134.85 |
| 2016-09-30 | $3.7M | 30k | 124.21 |
| 2016-06-30 | $3.2M | 28k | 114.95 |