iShares Russell 2000 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 15k | 210.30 |
| 2023-12-31 | $2.9M | 15k | 200.71 |
| 2023-09-30 | $3.3M | 19k | 176.74 |
| 2023-06-30 | $3.5M | 19k | 187.27 |
| 2023-03-31 | $2.6M | 15k | 178.40 |
| 2022-12-31 | $2.7M | 16k | 174.36 |
| 2022-09-30 | $2.6M | 16k | 164.84 |
| 2022-06-30 | $2.8M | 17k | 169.33 |
| 2022-03-31 | $3.0M | 15k | 205.26 |
| 2021-12-31 | $3.4M | 15k | 222.45 |
| 2021-09-30 | $3.1M | 14k | 218.71 |
| 2021-06-30 | $2.8M | 12k | 229.41 |
| 2021-03-31 | $2.3M | 10k | 221.01 |
| 2020-12-31 | $2.4M | 12k | 196.07 |
| 2020-09-30 | $1.3M | 8.6k | 149.66 |
| 2020-06-30 | $1.1M | 7.5k | 143.20 |
| 2020-03-31 | $482k | 4.2k | 114.46 |
| 2019-12-31 | $865k | 5.2k | 166.00 |
| 2019-09-30 | $758k | 5.0k | 151.27 |
| 2019-06-30 | $663k | 4.3k | 155.60 |
| 2019-03-31 | $729k | 4.8k | 153.20 |
| 2018-12-31 | $569k | 4.3k | 133.79 |
| 2018-09-30 | $1.2M | 7.1k | 168.60 |
| 2018-06-30 | $1.2M | 7.3k | 163.76 |
| 2018-03-31 | $568k | 3.7k | 151.95 |
| 2017-12-31 | $569k | 3.7k | 152.34 |
| 2017-09-30 | $552k | 3.7k | 148.15 |
| 2017-06-30 | $524k | 3.7k | 140.86 |
| 2017-03-31 | $511k | 3.7k | 137.37 |
| 2016-12-31 | $380k | 2.8k | 134.90 |
| 2016-09-30 | $349k | 2.8k | 124.33 |
| 2016-06-30 | $322k | 2.8k | 115.00 |
| 2015-06-30 | $169k | 1.4k | 125.09 |