iShares Russell 2000 Index shares owned by WealthBridge Investment Counsel
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WealthBridge Investment Counsel
from 13F filings
Historical chart of WealthBridge Investment Counsel 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 Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by WealthBridge Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 1.4k | 241.65 |
| 2025-06-30 | $297k | 1.4k | 215.69 |
| 2025-03-31 | $275k | 1.4k | 199.71 |
| 2024-12-31 | $238k | 1.1k | 220.98 |
| 2024-09-30 | $231k | 1.0k | 220.63 |
| 2024-06-30 | $212k | 1.0k | 202.48 |
| 2024-03-31 | $215k | 1.0k | 210.37 |
| 2019-12-31 | $580k | 3.5k | 165.71 |
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