iShares Russell 2000 Index shares owned by Unique Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Unique Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 31k | 241.96 |
| 2025-06-30 | $6.4M | 30k | 215.79 |
| 2025-03-31 | $5.3M | 27k | 199.49 |
| 2024-12-31 | $4.9M | 22k | 220.96 |
| 2024-09-30 | $3.8M | 17k | 220.89 |
| 2024-06-30 | $2.6M | 13k | 202.90 |
| 2024-03-31 | $2.4M | 12k | 210.30 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2023-09-30 | $688k | 3.9k | 176.72 |