iShares Russell 2000 Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $475k | 2.2k | 217.89 |
| 2024-06-30 | $453k | 2.2k | 202.89 |
| 2024-03-31 | $517k | 2.5k | 210.30 |
| 2023-12-31 | $493k | 2.5k | 200.71 |
| 2023-09-30 | $434k | 2.5k | 176.74 |
| 2023-06-30 | $462k | 2.5k | 187.27 |
| 2023-03-31 | $436k | 2.4k | 178.40 |
| 2022-12-31 | $428k | 2.5k | 174.36 |
| 2022-09-30 | $515k | 3.1k | 164.75 |
| 2022-06-30 | $540k | 3.2k | 169.07 |
| 2022-03-31 | $811k | 3.6k | 222.44 |
| 2021-12-31 | $811k | 3.6k | 222.44 |
| 2021-09-30 | $779k | 3.6k | 218.57 |
| 2021-06-30 | $817k | 3.6k | 229.24 |
| 2021-03-31 | $787k | 3.6k | 220.82 |
| 2020-12-31 | $698k | 3.6k | 195.85 |
| 2020-09-30 | $497k | 3.3k | 149.79 |
| 2020-06-30 | $475k | 3.3k | 143.16 |