iShares Russell 2000 Index shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 20k | 241.96 |
| 2025-06-30 | $3.4M | 16k | 215.79 |
| 2025-03-31 | $3.6M | 18k | 199.49 |
| 2024-12-31 | $4.0M | 18k | 220.96 |
| 2024-09-30 | $3.9M | 18k | 220.89 |
| 2024-06-30 | $3.4M | 17k | 202.90 |
| 2024-03-31 | $4.5M | 21k | 210.30 |
| 2023-12-31 | $4.3M | 21k | 200.71 |
| 2023-09-30 | $3.8M | 22k | 176.74 |
| 2023-06-30 | $3.0M | 16k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.7M | 16k | 169.36 |
| 2022-06-30 | $2.7M | 16k | 169.36 |
| 2022-03-31 | $3.1M | 15k | 205.31 |
| 2021-12-31 | $3.4M | 15k | 222.46 |
| 2021-09-30 | $4.2M | 19k | 218.78 |
| 2021-06-30 | $3.3M | 15k | 229.39 |
| 2021-03-31 | $3.2M | 15k | 220.93 |
| 2020-12-31 | $2.9M | 15k | 196.06 |
| 2020-09-30 | $3.0M | 20k | 149.79 |
| 2020-06-30 | $1.8M | 16k | 114.46 |
| 2020-03-31 | $1.8M | 16k | 114.46 |
| 2019-12-31 | $3.5M | 21k | 165.65 |
| 2019-09-30 | $3.5M | 23k | 151.35 |
| 2019-06-30 | $3.1M | 24k | 133.91 |
| 2019-03-31 | $3.7M | 24k | 156.19 |
| 2018-12-31 | $3.1M | 24k | 133.91 |
More positions owned by WealthBridge Capital Management
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