iShares Russell 2000 Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.3k | 241.96 |
| 2025-03-31 | $264k | 1.3k | 199.42 |
| 2024-12-31 | $2.5M | 11k | 220.95 |
| 2024-09-30 | $280k | 1.3k | 220.95 |
| 2024-06-30 | $771k | 3.8k | 202.89 |
| 2024-03-31 | $833k | 4.0k | 210.32 |
| 2023-12-31 | $324k | 1.6k | 200.73 |
| 2023-06-30 | $509k | 2.7k | 187.24 |
| 2022-12-31 | $1.0M | 5.8k | 174.36 |
| 2022-09-30 | $1.1M | 6.7k | 164.85 |
| 2022-06-30 | $1.9M | 12k | 169.38 |
| 2022-03-31 | $290k | 1.4k | 205.38 |
| 2021-12-31 | $719k | 3.2k | 222.51 |
| 2021-09-30 | $491k | 2.2k | 219.00 |
| 2021-06-30 | $249k | 1.1k | 229.07 |
| 2020-12-31 | $235k | 1.2k | 196.46 |
| 2020-09-30 | $223k | 1.5k | 149.97 |
| 2020-03-31 | $938k | 8.2k | 114.50 |