iShares Russell 2000 Index shares owned by Truewealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Truewealth
from 13F filings
Historical chart of Truewealth investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Truewealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Truewealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $1.2M | 8.7k | 143.19 |
| 2020-03-31 | $1.2M | 11k | 114.48 |
| 2019-12-31 | $2.6M | 16k | 165.70 |
| 2019-09-30 | $2.4M | 16k | 151.32 |
| 2019-06-30 | $2.3M | 15k | 155.50 |
| 2019-03-31 | $2.2M | 14k | 153.07 |
| 2018-12-31 | $1.9M | 14k | 133.89 |
| 2018-09-30 | $2.2M | 13k | 168.51 |
| 2018-06-30 | $2.2M | 13k | 163.81 |
| 2018-03-31 | $2.0M | 13k | 151.85 |
| 2017-12-31 | $2.0M | 13k | 152.45 |