iShares Russell 2000 Index shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Wealth Dimensions Group 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 Wealth Dimensions Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $676k | 3.4k | 200.69 |
2023-09-30 | $595k | 3.4k | 176.71 |
2023-06-30 | $586k | 3.1k | 187.24 |
2023-03-31 | $559k | 3.1k | 178.43 |
2022-12-31 | $538k | 3.1k | 174.38 |
2022-09-30 | $464k | 2.8k | 165.01 |
2022-06-30 | $476k | 2.8k | 169.27 |
2022-03-31 | $585k | 2.8k | 205.34 |
2021-12-31 | $634k | 2.8k | 222.61 |
2021-09-30 | $623k | 2.8k | 218.75 |
2021-06-30 | $629k | 2.7k | 229.39 |
2021-03-31 | $601k | 2.7k | 220.96 |
2020-12-31 | $513k | 2.6k | 196.03 |