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iShares Russell 2000 Index shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth 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 Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $127k 576 220.96
2024-06-30 $178k 876 202.92
2024-03-31 $184k 876 210.33
2023-12-31 $176k 876 200.73
2023-09-30 $1.8k 10 176.70
2023-06-30 $1.9k 10 187.30
2023-03-31 $1.8k 10 178.40
2022-12-31 $1.7k 10 174.30
2022-03-31 $789k 3.8k 205.15
2021-12-31 $855k 3.8k 222.42