iShares Russell 2000 Index shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 1.4k | 241.96 |
| 2025-06-30 | $310k | 1.4k | 215.79 |
| 2025-03-31 | $288k | 1.4k | 199.49 |
| 2024-12-31 | $320k | 1.5k | 220.96 |
| 2024-09-30 | $355k | 1.6k | 220.89 |
| 2024-06-30 | $151k | 742 | 202.89 |
| 2024-03-31 | $156k | 742 | 210.30 |
| 2023-12-31 | $131k | 742 | 176.74 |
| 2023-09-30 | $61k | 346 | 176.74 |
| 2023-06-30 | $65k | 346 | 187.27 |
| 2023-03-31 | $62k | 346 | 178.40 |