iShares Russell 2000 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Monograph Wealth Advisors 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 Monograph Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $272k | 1.4k | 200.76 |
2023-09-30 | $255k | 1.4k | 177.61 |
2023-06-30 | $254k | 1.4k | 187.31 |
2023-03-31 | $242k | 1.4k | 178.44 |
2022-12-31 | $237k | 1.4k | 174.65 |
2022-06-30 | $292k | 1.7k | 169.28 |
2022-03-31 | $354k | 1.7k | 205.34 |
2021-12-31 | $383k | 1.7k | 222.29 |