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
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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 |
|---|---|---|---|
| 2025-09-30 | $14M | 58k | 241.96 |
| 2025-03-31 | $5.0M | 25k | 199.49 |
| 2024-12-31 | $4.3M | 19k | 220.96 |
| 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 |