iShares Russell 2000 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 5.9k | 210.31 |
| 2023-12-31 | $1.2M | 5.8k | 200.71 |
| 2023-09-30 | $606k | 3.4k | 176.73 |
| 2023-06-30 | $632k | 3.4k | 187.26 |
| 2023-03-31 | $514k | 2.9k | 178.41 |
| 2022-12-31 | $591k | 3.4k | 174.37 |
| 2022-09-30 | $413k | 2.5k | 164.87 |
| 2022-06-30 | $424k | 2.5k | 169.26 |
| 2022-03-31 | $578k | 2.8k | 205.40 |
| 2021-12-31 | $589k | 2.6k | 222.35 |
| 2021-09-30 | $604k | 2.6k | 228.01 |
| 2021-06-30 | $575k | 2.5k | 229.18 |
| 2021-03-31 | $2.1M | 9.5k | 220.75 |
| 2020-12-31 | $2.0M | 10k | 196.05 |
| 2020-09-30 | $1.5M | 10k | 149.79 |
| 2020-03-31 | $1.1M | 9.3k | 114.50 |
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