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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |