iShares Russell 2000 Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 25k | 200.71 |
| 2023-09-30 | $4.7M | 27k | 176.75 |
| 2023-06-30 | $4.7M | 25k | 187.29 |
| 2023-03-31 | $4.7M | 26k | 178.42 |
| 2022-12-31 | $4.6M | 26k | 174.36 |
| 2022-09-30 | $4.4M | 27k | 164.91 |
| 2022-06-30 | $4.5M | 27k | 169.36 |
| 2022-03-31 | $5.6M | 27k | 205.28 |
| 2021-12-31 | $6.2M | 28k | 222.46 |
| 2021-09-30 | $6.0M | 28k | 218.76 |
| 2021-06-30 | $6.4M | 28k | 229.38 |
| 2021-03-31 | $6.4M | 29k | 220.93 |
| 2020-12-31 | $5.7M | 29k | 196.05 |
| 2020-09-30 | $4.4M | 29k | 149.80 |
| 2020-06-30 | $4.2M | 29k | 143.19 |
| 2020-03-31 | $3.8M | 33k | 114.47 |
| 2019-12-31 | $5.8M | 35k | 165.68 |
| 2019-09-30 | $5.5M | 37k | 151.33 |
| 2019-06-30 | $5.8M | 37k | 155.50 |
| 2019-03-31 | $5.7M | 37k | 153.08 |
| 2018-12-31 | $4.9M | 37k | 133.91 |
| 2018-09-30 | $5.9M | 35k | 168.54 |
| 2018-06-30 | $5.7M | 35k | 163.78 |
| 2018-03-31 | $5.3M | 35k | 151.83 |
| 2017-12-31 | $5.2M | 34k | 152.45 |
| 2017-09-30 | $5.0M | 34k | 148.17 |
| 2017-06-30 | $4.8M | 34k | 140.91 |
| 2017-03-31 | $4.7M | 34k | 137.48 |