iShares Russell 2000 Index shares owned by Wunderlich Capital Managemnt
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wunderlich Capital Managemnt
from 13F filings
Historical chart of Wunderlich Capital Managemnt investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Wunderlich Capital Managemnt consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Wunderlich Capital Managemnt
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $336k | 1.7k | 202.89 |
2024-03-31 | $344k | 1.6k | 210.30 |
2023-12-31 | $381k | 1.9k | 200.71 |
2023-09-30 | $331k | 1.9k | 176.74 |
2023-06-30 | $334k | 1.8k | 187.22 |
2023-03-31 | $318k | 1.8k | 178.25 |
2022-12-31 | $305k | 1.7k | 174.39 |
2022-09-30 | $277k | 1.7k | 164.68 |
2022-06-30 | $280k | 1.7k | 169.29 |
2022-03-31 | $389k | 1.9k | 205.39 |
2021-12-31 | $464k | 2.1k | 222.54 |
2021-09-30 | $455k | 2.1k | 218.96 |
2021-06-30 | $494k | 2.2k | 223.43 |
2021-03-31 | $465k | 2.1k | 220.80 |
2020-12-31 | $424k | 2.2k | 195.84 |
2020-09-30 | $324k | 2.2k | 149.65 |
2020-06-30 | $303k | 2.1k | 143.26 |
2020-03-31 | $278k | 2.4k | 114.59 |
2019-12-31 | $448k | 2.7k | 165.80 |
2019-09-30 | $420k | 2.8k | 151.52 |
2019-06-30 | $439k | 2.8k | 155.62 |
2019-03-31 | $431k | 2.8k | 152.78 |
2018-12-31 | $393k | 2.9k | 133.95 |
2016-12-31 | $316k | 2.3k | 135.04 |
2016-09-30 | $291k | 2.3k | 124.36 |
2016-06-30 | $269k | 2.3k | 114.96 |
2015-12-31 | $287k | 2.5k | 112.77 |
2015-09-30 | $262k | 2.4k | 109.39 |
2014-12-31 | $270k | 2.3k | 118.63 |
2014-03-31 | $440k | 3.8k | 116.80 |
2013-12-31 | $450k | 3.9k | 116.43 |
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