iShares Russell 2000 Index shares owned by Wealth Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $262k | 1.1k | 246.16 |
| 2025-09-30 | $257k | 1.1k | 241.96 |
| 2025-06-30 | $230k | 1.1k | 215.79 |
| 2025-03-31 | $212k | 1.1k | 199.49 |
| 2024-12-31 | $235k | 1.1k | 220.96 |
| 2024-09-30 | $235k | 1.1k | 220.89 |
| 2024-06-30 | $216k | 1.1k | 202.89 |
| 2024-03-31 | $217k | 1.1k | 204.31 |
| 2023-12-31 | $203k | 1.0k | 193.67 |