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iShares Russell 2000 Index shares owned by Mount Capital

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

Historical chart of Mount Capital investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Mount Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 23k 210.30
2023-09-30 $4.1M 23k 176.74
2023-06-30 $14M 74k 187.27
2023-03-31 $2.8M 16k 178.43
2022-12-31 $5.2M 30k 174.37
2022-09-30 $8.2M 50k 164.91
2022-06-30 $7.0M 41k 169.36