iShares Russell 2000 Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $110k | 525 | 210.30 |
| 2023-12-31 | $105k | 525 | 200.71 |
| 2023-09-30 | $75k | 425 | 176.74 |
| 2023-06-30 | $80k | 425 | 187.27 |
| 2023-03-31 | $76k | 425 | 178.40 |
| 2022-12-31 | $74k | 425 | 174.36 |
| 2022-09-30 | $70k | 425 | 164.71 |
| 2022-06-30 | $72k | 425 | 169.41 |
| 2022-03-31 | $87k | 425 | 204.71 |
| 2021-12-31 | $140k | 629 | 222.58 |
| 2021-09-30 | $138k | 629 | 219.40 |
| 2021-06-30 | $144k | 629 | 228.93 |
| 2021-03-31 | $139k | 629 | 220.99 |
| 2020-12-31 | $123k | 629 | 195.55 |
| 2020-09-30 | $94k | 629 | 149.44 |
| 2020-06-30 | $90k | 629 | 143.08 |
| 2020-03-31 | $72k | 629 | 114.47 |
| 2019-12-31 | $104k | 629 | 165.34 |
| 2019-06-30 | $98k | 629 | 155.80 |
| 2019-03-31 | $96k | 629 | 152.62 |
| 2018-12-31 | $84k | 629 | 133.55 |
| 2018-09-30 | $190k | 1.1k | 168.29 |
| 2018-06-30 | $152k | 929 | 163.62 |
| 2018-03-31 | $96k | 629 | 152.62 |
| 2017-12-31 | $208k | 1.4k | 152.60 |
| 2017-09-30 | $260k | 1.8k | 147.98 |
| 2017-06-30 | $247k | 1.8k | 140.90 |
| 2017-03-31 | $186k | 1.4k | 137.47 |
| 2016-12-31 | $182k | 1.4k | 134.81 |
| 2016-09-30 | $167k | 1.3k | 124.16 |
| 2016-06-30 | $154k | 1.3k | 114.84 |
| 2016-03-31 | $148k | 1.3k | 110.37 |
| 2015-12-31 | $150k | 1.3k | 112.28 |
| 2015-09-30 | $146k | 1.3k | 109.53 |
| 2015-06-30 | $166k | 1.3k | 124.81 |
| 2015-03-31 | $165k | 1.3k | 124.25 |
| 2014-12-31 | $159k | 1.3k | 119.91 |
| 2014-09-30 | $145k | 1.3k | 109.52 |
| 2014-06-30 | $157k | 1.3k | 118.85 |
| 2014-03-31 | $153k | 1.3k | 116.00 |
| 2013-12-31 | $152k | 1.3k | 115.24 |
| 2013-09-30 | $140k | 1.3k | 106.46 |
| 2013-06-30 | $127k | 1.3k | 96.80 |
| 2012-12-31 | $110k | 1.3k | 83.97 |
| 2012-06-30 | $104k | 1.3k | 80.00 |
| 2012-03-31 | $107k | 1.3k | 82.35 |
| 2011-12-31 | $96k | 1.3k | 74.07 |
| 2011-09-30 | $83k | 1.3k | 64.19 |
| 2011-06-30 | $107k | 1.3k | 83.07 |
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