iShares Russell 2000 Index shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 20k | 220.89 |
| 2024-06-30 | $3.9M | 19k | 202.89 |
| 2024-03-31 | $4.1M | 20k | 210.30 |
| 2023-12-31 | $3.6M | 18k | 200.71 |
| 2023-09-30 | $2.9M | 17k | 176.74 |
| 2023-03-31 | $3.1M | 17k | 178.40 |
| 2022-12-31 | $2.9M | 17k | 174.36 |