iShares Russell 2000 Index shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $388k | 2.2k | 174.37 |
| 2022-09-30 | $367k | 2.2k | 164.80 |
| 2022-06-30 | $377k | 2.2k | 169.29 |
| 2022-03-31 | $457k | 2.2k | 205.21 |
| 2021-12-31 | $462k | 2.1k | 222.44 |
| 2021-09-30 | $454k | 2.1k | 218.48 |
| 2021-06-30 | $459k | 2.0k | 229.61 |
| 2021-03-31 | $442k | 2.0k | 221.11 |
| 2020-12-31 | $396k | 2.0k | 196.14 |
| 2020-09-30 | $283k | 1.9k | 149.89 |
| 2020-06-30 | $273k | 1.9k | 143.08 |
| 2020-03-31 | $218k | 1.9k | 114.26 |
| 2019-12-31 | $517k | 3.1k | 165.60 |
| 2019-09-30 | $530k | 3.5k | 151.34 |
| 2019-06-30 | $371k | 2.4k | 155.30 |
| 2019-03-31 | $305k | 2.0k | 153.27 |
| 2018-12-31 | $280k | 2.1k | 134.10 |
| 2018-09-30 | $347k | 2.1k | 166.19 |
| 2018-06-30 | $342k | 2.1k | 163.79 |
| 2018-03-31 | $323k | 2.1k | 154.69 |
| 2017-12-31 | $309k | 2.1k | 147.99 |
| 2017-09-30 | $216k | 1.5k | 148.15 |
| 2017-06-30 | $207k | 1.5k | 141.98 |
| 2017-03-31 | $200k | 1.4k | 139.08 |
| 2016-12-31 | $193k | 1.4k | 134.21 |
More positions owned by YorkBridge Wealth Partners
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