iShares Russell 2000 Index shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 12k | 220.95 |
| 2024-09-30 | $3.0M | 13k | 220.89 |
| 2024-06-30 | $2.3M | 11k | 202.89 |
| 2024-03-31 | $2.3M | 11k | 210.30 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2023-09-30 | $1.9M | 11k | 176.74 |
| 2023-06-30 | $1.9M | 10k | 187.27 |
| 2023-03-31 | $845k | 4.7k | 178.40 |
| 2022-12-31 | $867k | 5.0k | 174.36 |
| 2022-09-30 | $1.1M | 6.9k | 164.91 |
| 2022-06-30 | $597k | 3.5k | 169.46 |
| 2022-03-31 | $723k | 3.5k | 205.22 |
| 2021-12-31 | $3.2M | 15k | 222.44 |
| 2021-09-30 | $936k | 4.3k | 218.79 |
| 2021-06-30 | $983k | 4.3k | 229.46 |
| 2021-03-31 | $941k | 4.3k | 221.00 |
| 2020-12-31 | $784k | 4.0k | 196.10 |
| 2020-09-30 | $595k | 4.0k | 149.69 |
| 2020-06-30 | $569k | 4.0k | 143.14 |
| 2020-03-31 | $455k | 4.0k | 114.47 |
| 2019-12-31 | $1.5M | 9.1k | 165.68 |
| 2019-09-30 | $646k | 4.3k | 151.25 |
| 2019-06-30 | $660k | 4.2k | 155.40 |
| 2019-03-31 | $762k | 4.9k | 154.69 |
| 2018-12-31 | $616k | 4.7k | 132.27 |
| 2016-12-31 | $2.7M | 20k | 134.87 |
| 2016-09-30 | $2.2M | 18k | 124.19 |