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iShares Russell 2000 Index shares owned by Surience Private Wealth

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Surience Private Wealth from 13F filings

Historical chart of Surience Private Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 50k 220.89
2024-06-30 $5.3M 26k 202.89
2024-03-31 $9.7M 46k 210.30
2023-06-30 $638k 3.4k 187.27
2023-03-31 $460k 2.6k 178.40
2022-12-31 $7.7M 44k 174.36
2022-09-30 $425k 2.6k 164.73
2022-06-30 $437k 2.6k 169.38
2022-03-31 $5.6M 27k 205.27
2021-12-31 $323k 1.5k 222.15