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 |
|---|---|---|---|
| 2024-12-31 | $8.3M | 37k | 226.14 |
| 2024-09-30 | $14M | 62k | 220.89 |
| 2024-06-30 | $12M | 61k | 202.89 |
| 2024-03-31 | $12M | 59k | 210.30 |
| 2023-12-31 | $11M | 53k | 200.71 |
| 2023-09-30 | $6.7M | 38k | 176.74 |
| 2023-06-30 | $6.7M | 36k | 187.27 |
| 2023-03-31 | $528k | 3.0k | 178.42 |
| 2022-12-31 | $460k | 2.6k | 174.38 |
| 2022-09-30 | $583k | 3.5k | 164.93 |
| 2022-06-30 | $610k | 3.6k | 169.26 |
| 2022-03-31 | $646k | 3.1k | 205.41 |
| 2021-12-31 | $589k | 2.6k | 222.35 |
| 2021-09-30 | $546k | 2.5k | 218.84 |
| 2021-06-30 | $523k | 2.3k | 229.38 |
| 2021-03-31 | $269k | 1.2k | 220.85 |
| 2020-06-30 | $283k | 2.0k | 143.22 |
| 2019-09-30 | $39 | 263 | 0.15 |
| 2019-06-30 | $20k | 134 | 149.25 |
| 2019-03-31 | $24k | 157 | 152.87 |
| 2018-12-31 | $149k | 953 | 156.35 |
| 2018-09-30 | $3.6M | 21k | 168.53 |
| 2018-06-30 | $87k | 532 | 163.53 |
| 2018-03-31 | $125k | 824 | 151.70 |
| 2017-12-31 | $1.7M | 11k | 146.77 |