iShares Russell 2000 Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $796k | 4.0k | 200.71 |
| 2023-09-30 | $720k | 4.1k | 176.74 |
| 2023-06-30 | $782k | 4.2k | 187.27 |
| 2023-03-31 | $809k | 4.5k | 178.40 |
| 2022-12-31 | $877k | 5.0k | 174.38 |
| 2022-09-30 | $945k | 5.7k | 164.86 |
| 2022-06-30 | $1.7M | 9.9k | 169.32 |
| 2022-03-31 | $2.9M | 14k | 205.25 |
| 2021-12-31 | $1.3M | 5.7k | 222.40 |
| 2021-09-30 | $818k | 3.7k | 218.66 |
| 2021-06-30 | $747k | 3.3k | 229.49 |
| 2021-03-31 | $444k | 2.0k | 220.90 |
| 2020-12-31 | $421k | 2.1k | 196.00 |
| 2020-09-30 | $330k | 2.2k | 150.00 |
| 2020-06-30 | $356k | 2.5k | 143.26 |
| 2020-03-31 | $284k | 2.5k | 114.29 |
| 2019-12-31 | $1.4M | 8.5k | 165.65 |
| 2019-09-30 | $2.6M | 17k | 151.33 |
| 2019-06-30 | $3.6M | 23k | 155.49 |
| 2019-03-31 | $3.3M | 22k | 153.10 |
| 2018-12-31 | $720k | 5.4k | 133.85 |
| 2016-09-30 | $1.9M | 15k | 124.22 |
| 2016-06-30 | $1.9M | 16k | 114.99 |
| 2016-03-31 | $1.8M | 16k | 110.62 |