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iShares Russell 2000 Index shares owned by Waldron

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

Historical chart of Waldron investment in iShares Russell 2000 Index

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

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Quarterly reported holdings in iShares Russell 2000 Index by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 7.4k 200.65
2023-09-30 $1.7M 9.8k 177.51
2023-06-30 $2.1M 11k 187.25
2023-03-31 $2.3M 13k 178.33
2022-12-31 $2.1M 13k 164.90
2022-09-30 $2.1M 13k 164.90
2022-06-30 $2.1M 13k 169.34
2022-03-31 $2.6M 13k 205.22
2021-12-31 $2.8M 13k 222.43
2021-09-30 $3.4M 15k 218.69
2021-06-30 $1.3M 5.5k 229.25
2021-03-31 $894k 4.0k 220.90
2020-12-31 $942k 4.8k 196.01
2020-09-30 $577k 3.9k 149.75
2020-06-30 $435k 3.0k 143.09
2020-03-31 $352k 3.1k 114.14
2019-12-31 $918k 5.5k 165.55
2019-09-30 $649k 4.3k 151.18
2019-06-30 $588k 3.8k 155.39
2019-03-31 $776k 5.1k 152.91
2018-12-31 $311k 2.3k 133.48
2018-09-30 $387k 2.3k 168.19
2018-06-30 $391k 2.4k 163.67
2018-03-31 $273k 1.8k 151.67
2017-12-31 $225k 1.5k 152.13