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iShares Russell 2000 Index shares owned by Copeland Capital Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Copeland Capital Management from 13F filings

Historical chart of Copeland Capital Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Copeland Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Copeland Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $82k 391 210.30
2023-12-31 $13M 63k 200.71
2023-09-30 $1.8M 9.9k 176.74
2023-06-30 $514k 2.7k 187.27
2022-12-31 $12M 71k 174.36
2022-09-30 $2.3M 14k 164.93
2022-06-30 $4.6M 27k 169.35
2022-03-31 $837k 4.1k 205.25
2021-12-31 $9.7M 44k 222.44
2020-12-31 $1.6M 8.0k 196.03
2020-09-30 $13k 85 152.94
2020-06-30 $32k 225 142.22
2020-03-31 $95k 828 114.73
2019-12-31 $5.4M 32k 165.67
2018-12-31 $9.3M 70k 133.89
2017-12-31 $1.2M 8.0k 152.47
2016-12-31 $3.0M 22k 134.83
2015-12-31 $1.3M 11k 112.60