iShares Russell 2000 Index shares owned by Tyler-Stone Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Tyler-Stone Wealth Management
from 13F filings
Historical chart of Tyler-Stone 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 Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Tyler-Stone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $900k | 4.2k | 215.77 |
| 2025-03-31 | $832k | 4.2k | 199.48 |
| 2024-12-31 | $683k | 3.1k | 220.96 |
| 2024-09-30 | $687k | 3.1k | 220.92 |
| 2024-06-30 | $111k | 549 | 202.89 |
| 2024-03-31 | $102k | 484 | 210.30 |
| 2023-12-31 | $97k | 484 | 200.71 |
| 2023-09-30 | $72k | 409 | 176.04 |
| 2023-06-30 | $77k | 409 | 188.26 |
| 2022-12-31 | $97k | 556 | 174.46 |
| 2022-09-30 | $92k | 556 | 165.47 |
| 2022-06-30 | $94k | 556 | 169.06 |
| 2022-03-31 | $210k | 1.0k | 205.68 |
| 2021-12-31 | $217k | 976 | 222.34 |
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