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
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Quarterly reported holdings in iShares Russell 2000 Index by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |