iShares Russell 2000 Index shares owned by Occidental Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in iShares Russell 2000 Index
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $724k | 3.4k | 210.33 |
2023-12-31 | $737k | 3.7k | 200.69 |
2023-09-30 | $833k | 4.7k | 176.75 |
2023-06-30 | $976k | 5.2k | 187.27 |
2023-03-31 | $1.3M | 7.2k | 178.40 |
2022-12-31 | $1.4M | 8.2k | 174.37 |
2022-09-30 | $1.5M | 9.1k | 164.91 |
2022-06-30 | $1.4M | 8.2k | 169.38 |
2022-03-31 | $1.6M | 7.8k | 205.28 |
2021-12-31 | $1.6M | 7.0k | 222.48 |
2021-09-30 | $1.5M | 7.1k | 218.72 |
2021-06-30 | $1.7M | 7.4k | 229.38 |
2021-03-31 | $1.6M | 7.3k | 220.88 |
2020-12-31 | $1.4M | 7.3k | 196.03 |
2020-09-30 | $590k | 3.9k | 149.71 |
2020-06-30 | $564k | 3.9k | 143.11 |
2020-03-31 | $451k | 3.9k | 114.44 |
2019-12-31 | $653k | 3.9k | 165.69 |
2019-09-30 | $596k | 3.9k | 151.23 |
2019-06-30 | $613k | 3.9k | 155.54 |
2019-03-31 | $576k | 3.8k | 153.19 |
2018-12-31 | $503k | 3.8k | 133.78 |
2018-09-30 | $634k | 3.8k | 168.62 |
2018-06-30 | $635k | 3.9k | 163.79 |
2018-03-31 | $573k | 3.8k | 152.39 |
2017-12-31 | $573k | 3.8k | 152.39 |
2017-09-30 | $571k | 3.9k | 148.12 |
2017-06-30 | $530k | 3.8k | 140.96 |
2017-03-31 | $519k | 3.8k | 137.48 |
2016-12-31 | $509k | 3.8k | 134.83 |
2016-09-30 | $525k | 4.2k | 124.32 |
2016-06-30 | $833k | 7.2k | 115.04 |
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