iShares Russell 2000 Index shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.4k | 38 | 246.16 |
| 2024-06-30 | $394k | 1.9k | 202.89 |
| 2024-03-31 | $409k | 1.9k | 210.30 |
| 2023-12-31 | $303k | 1.5k | 200.71 |
| 2023-09-30 | $19k | 110 | 176.74 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $50k | 294 | 170.07 |
| 2022-03-31 | $120k | 588 | 204.08 |
| 2021-12-31 | $65k | 294 | 221.09 |
| 2021-09-30 | $67k | 294 | 227.89 |
| 2021-06-30 | $71k | 311 | 228.30 |
| 2021-03-31 | $135k | 611 | 220.95 |
| 2020-12-31 | $154k | 786 | 195.93 |
| 2018-09-30 | $328k | 1.9k | 168.38 |
| 2018-06-30 | $163k | 995 | 163.82 |
| 2018-03-31 | $96k | 629 | 152.62 |
| 2017-12-31 | $99k | 629 | 157.39 |