iShares Russell 2000 Index shares owned by Chartist
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Chartist
from 13F filings
Historical chart of Chartist investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Chartist
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.8M | 27k | 176.74 |
| 2023-06-30 | $5.5M | 29k | 187.27 |
| 2023-03-31 | $9.7M | 57k | 169.36 |
| 2022-06-30 | $9.7M | 57k | 169.36 |
| 2022-03-31 | $12M | 60k | 205.27 |
| 2021-12-31 | $14M | 61k | 222.45 |
| 2021-09-30 | $13M | 57k | 218.75 |
| 2021-06-30 | $13M | 58k | 229.37 |
| 2021-03-31 | $13M | 58k | 220.94 |
| 2020-12-31 | $12M | 60k | 196.06 |
| 2020-09-30 | $9.4M | 63k | 149.79 |
| 2019-12-31 | $32M | 195k | 165.67 |
| 2019-09-30 | $30M | 198k | 151.34 |
| 2019-06-30 | $32M | 204k | 155.50 |
| 2019-03-31 | $33M | 217k | 153.09 |
| 2018-12-31 | $1.1M | 8.0k | 133.90 |
| 2018-09-30 | $31M | 183k | 168.55 |
| 2018-06-30 | $31M | 188k | 163.77 |
| 2018-03-31 | $29M | 188k | 151.83 |
| 2017-12-31 | $30M | 197k | 152.46 |
| 2017-09-30 | $30M | 201k | 148.18 |
| 2017-06-30 | $29M | 202k | 140.92 |
| 2017-03-31 | $28M | 205k | 137.48 |
| 2016-12-31 | $28M | 204k | 134.85 |
| 2016-09-30 | $26M | 209k | 124.21 |
| 2016-06-30 | $25M | 216k | 114.98 |
| 2015-12-31 | $32M | 285k | 112.62 |
| 2015-09-30 | $1.6M | 15k | 107.87 |
| 2015-06-30 | $9.5M | 76k | 125.51 |
| 2015-03-31 | $9.6M | 76k | 125.46 |
| 2014-12-31 | $9.2M | 78k | 118.50 |
| 2014-09-30 | $8.7M | 80k | 107.69 |
| 2014-06-30 | $9.4M | 81k | 116.35 |
| 2014-03-31 | $9.3M | 82k | 112.97 |
| 2013-12-31 | $9.5M | 83k | 114.55 |
| 2013-09-30 | $9.0M | 83k | 107.48 |
| 2013-06-30 | $15M | 149k | 98.54 |
| 2013-03-31 | $7.4M | 81k | 91.61 |
| 2012-12-31 | $7.5M | 86k | 86.31 |
| 2011-06-30 | $280k | 3.3k | 84.08 |
| 2011-03-31 | $280k | 3.3k | 84.08 |