iShares Russell 2000 Index shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 24k | 220.89 |
| 2024-06-30 | $4.9M | 24k | 202.89 |
| 2024-03-31 | $5.2M | 25k | 210.30 |
| 2023-09-30 | $5.3M | 30k | 176.74 |
| 2023-06-30 | $5.5M | 29k | 187.27 |
| 2023-03-31 | $5.4M | 30k | 178.40 |
| 2022-12-31 | $5.2M | 30k | 174.36 |
| 2022-09-30 | $5.0M | 30k | 164.91 |
| 2022-06-30 | $5.2M | 31k | 169.36 |
| 2022-03-31 | $6.6M | 32k | 205.29 |
| 2021-12-31 | $7.2M | 33k | 222.44 |
| 2021-09-30 | $6.9M | 32k | 218.75 |
| 2021-06-30 | $7.1M | 31k | 229.36 |
| 2021-03-31 | $6.6M | 30k | 220.93 |
| 2020-12-31 | $5.7M | 29k | 196.07 |
| 2020-09-30 | $3.4M | 23k | 149.77 |
| 2020-06-30 | $3.6M | 25k | 143.17 |
| 2020-03-31 | $2.4M | 21k | 114.46 |
| 2019-12-31 | $3.9M | 23k | 165.67 |
| 2019-09-30 | $4.0M | 26k | 151.35 |
More positions owned by Williams Jones Wealth Management
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