iShares Russell 2000 Index shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $713k | 3.2k | 220.89 |
| 2024-06-30 | $781k | 3.8k | 202.89 |
| 2024-03-31 | $839k | 4.0k | 210.31 |
| 2023-12-31 | $794k | 4.0k | 200.72 |
| 2023-09-30 | $580k | 3.3k | 176.73 |
| 2023-06-30 | $610k | 3.3k | 187.28 |
| 2023-03-31 | $599k | 3.4k | 178.40 |
| 2022-12-31 | $1.1M | 6.4k | 174.36 |
| 2022-09-30 | $577k | 3.5k | 164.81 |
| 2022-06-30 | $612k | 3.6k | 169.29 |
| 2022-03-31 | $770k | 3.8k | 205.22 |
| 2021-12-31 | $727k | 3.3k | 222.46 |