iShares Russell 2000 Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $266k | 1.2k | 221.02 |
| 2024-09-30 | $266k | 1.2k | 220.95 |
| 2024-06-30 | $244k | 1.2k | 202.95 |
| 2024-03-31 | $258k | 1.2k | 210.30 |
| 2023-12-31 | $268k | 1.3k | 200.71 |
| 2023-09-30 | $236k | 1.3k | 176.74 |
| 2023-06-30 | $250k | 1.3k | 187.27 |
| 2023-03-31 | $242k | 1.4k | 178.37 |
| 2022-12-31 | $247k | 1.4k | 174.36 |
| 2022-09-30 | $233k | 1.4k | 164.66 |
| 2022-06-30 | $240k | 1.4k | 169.61 |
| 2022-03-31 | $313k | 1.5k | 205.52 |
| 2021-12-31 | $330k | 1.5k | 222.67 |
| 2021-09-30 | $550k | 2.5k | 218.86 |
| 2021-06-30 | $268k | 1.2k | 229.26 |
| 2021-03-31 | $2.2M | 9.8k | 220.91 |
| 2020-12-31 | $2.0M | 9.5k | 213.34 |
| 2020-09-30 | $1.3M | 9.0k | 149.78 |
| 2020-06-30 | $1.2M | 8.6k | 143.17 |
| 2020-03-31 | $977k | 8.5k | 114.48 |
| 2019-12-31 | $200k | 1.2k | 165.43 |