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iShares Russell 2000 Index shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 17k 200.72
2023-09-30 $3.0M 17k 176.76
2023-06-30 $3.1M 17k 187.26
2023-03-31 $2.9M 17k 178.42
2022-12-31 $2.9M 17k 174.37
2022-09-30 $2.5M 15k 164.94
2022-06-30 $2.5M 15k 169.34
2022-03-31 $2.8M 14k 205.30
2021-12-31 $3.0M 14k 222.44
2021-09-30 $2.9M 13k 218.76
2021-06-30 $3.2M 14k 229.41
2021-03-31 $3.2M 15k 220.95
2020-12-31 $2.7M 14k 196.04
2020-09-30 $1.9M 13k 149.80
2020-06-30 $1.8M 13k 143.19
2020-03-31 $1.5M 13k 114.46
2019-12-31 $2.1M 13k 165.71
2019-09-30 $1.7M 11k 151.38
2019-06-30 $1.6M 11k 155.54
2019-03-31 $1.5M 9.9k 153.09
2018-12-31 $1.4M 10k 133.92
2018-09-30 $2.0M 12k 168.56
2018-06-30 $1.9M 12k 163.80
2018-03-31 $1.8M 12k 151.79
2017-12-31 $1.8M 12k 152.44
2017-09-30 $1.8M 12k 148.18
2017-06-30 $1.9M 14k 140.92
2017-03-31 $1.5M 11k 137.50
2016-12-31 $1.5M 11k 134.86
2016-09-30 $1.4M 11k 124.18
2016-06-30 $1.3M 12k 114.95
2016-03-31 $1.7M 16k 110.63
2015-12-31 $1.8M 16k 112.61
2015-09-30 $1.7M 16k 109.18
2015-06-30 $2.1M 17k 124.85
2015-03-31 $2.2M 17k 124.40
2014-12-31 $3.7M 31k 119.61
2014-09-30 $3.4M 31k 109.34
2014-06-30 $3.5M 30k 118.80
2014-03-31 $3.6M 31k 116.36
2013-12-31 $3.5M 30k 115.37
2013-09-30 $3.2M 30k 106.62
2013-06-30 $2.9M 30k 97.01
2013-03-31 $2.7M 29k 94.43