iShares Russell 2000 Index shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.5k | 241.96 |
| 2025-06-30 | $1.6M | 7.5k | 215.79 |
| 2025-03-31 | $631k | 5.7k | 110.58 |
| 2024-12-31 | $603k | 2.7k | 221.00 |
| 2024-09-30 | $603k | 2.7k | 220.93 |
| 2024-06-30 | $741k | 3.7k | 202.89 |
| 2024-03-31 | $772k | 3.7k | 210.27 |
| 2023-12-31 | $737k | 3.7k | 200.73 |
| 2023-09-30 | $653k | 3.7k | 176.75 |
| 2023-06-30 | $715k | 3.8k | 187.28 |
| 2023-03-31 | $667k | 3.7k | 178.40 |
| 2022-12-31 | $648k | 3.7k | 174.37 |
| 2022-09-30 | $612k | 3.7k | 164.92 |
| 2022-06-30 | $629k | 3.7k | 169.50 |
| 2022-03-31 | $762k | 3.7k | 205.39 |
| 2021-12-31 | $831k | 3.7k | 222.37 |
| 2021-09-30 | $817k | 3.7k | 218.80 |
| 2021-06-30 | $685k | 3.0k | 229.25 |
| 2021-03-31 | $663k | 3.0k | 220.93 |
| 2020-12-31 | $619k | 3.2k | 195.89 |
| 2020-09-30 | $554k | 3.7k | 149.81 |
| 2020-06-30 | $491k | 3.4k | 143.15 |
| 2020-03-31 | $393k | 3.4k | 114.58 |
| 2019-12-31 | $378k | 2.3k | 165.86 |
| 2019-09-30 | $344k | 2.3k | 151.14 |
| 2019-06-30 | $354k | 2.3k | 155.54 |
| 2019-03-31 | $494k | 3.2k | 153.04 |
| 2018-12-31 | $432k | 3.2k | 133.83 |
| 2018-09-30 | $556k | 3.3k | 168.69 |
| 2018-06-30 | $354k | 2.2k | 163.74 |
| 2018-03-31 | $328k | 2.2k | 151.71 |
| 2017-12-31 | $401k | 2.6k | 152.59 |
| 2017-09-30 | $325k | 2.2k | 148.33 |
| 2017-06-30 | $308k | 2.2k | 140.64 |
| 2017-03-31 | $301k | 2.2k | 137.38 |
| 2016-12-31 | $300k | 2.2k | 134.89 |
| 2016-09-30 | $276k | 2.2k | 124.10 |
| 2016-06-30 | $265k | 2.3k | 114.67 |
| 2016-03-31 | $218k | 2.0k | 110.77 |
| 2015-12-31 | $214k | 1.9k | 112.63 |