iShares Russell 2000 Index shares owned by WorthPointe
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by WorthPointe consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $493k | 2.5k | 200.71 |
| 2023-09-30 | $411k | 2.3k | 176.74 |
| 2023-06-30 | $326k | 1.7k | 187.27 |
| 2023-03-31 | $254k | 1.4k | 178.40 |
| 2022-12-31 | $762k | 4.4k | 174.36 |
| 2022-09-30 | $583k | 3.5k | 165.02 |
| 2022-06-30 | $628k | 3.7k | 169.36 |
| 2022-03-31 | $813k | 4.0k | 205.35 |
| 2021-12-31 | $4.7M | 21k | 229.37 |