Whittier Trust »

iShares Russell 2000 Index shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $53M 263k 200.71
2023-09-30 $49M 280k 176.74
2023-06-30 $54M 290k 187.27
2023-03-31 $55M 305k 178.40
2022-12-31 $57M 327k 174.36
2022-09-30 $54M 326k 164.92
2022-06-30 $58M 342k 169.36
2022-03-31 $71M 348k 205.27
2021-12-31 $78M 348k 222.45
2021-09-30 $78M 356k 218.75
2021-06-30 $81M 352k 229.37
2021-03-31 $76M 343k 220.94
2020-12-31 $65M 329k 196.06
2020-09-30 $49M 325k 149.79
2020-06-30 $57M 401k 143.18
2020-03-31 $49M 426k 114.46
2019-12-31 $72M 436k 165.67
2019-09-30 $65M 427k 151.34
2019-06-30 $65M 420k 155.50
2019-03-31 $65M 427k 153.09
2018-12-31 $53M 392k 133.90
2018-09-30 $66M 391k 168.55
2018-06-30 $43M 363k 118.81
2018-03-31 $61M 403k 151.83
2017-12-31 $59M 388k 152.46
2017-09-30 $56M 380k 148.18
2017-06-30 $58M 414k 140.92
2017-03-31 $59M 430k 137.48
2016-12-31 $58M 431k 134.85
2016-09-30 $50M 406k 124.21
2016-06-30 $50M 437k 114.98
2016-03-31 $49M 443k 110.63
2015-12-31 $48M 428k 112.62
2015-09-30 $45M 411k 109.20
2015-06-30 $50M 402k 124.86
2015-03-31 $49M 396k 124.37
2014-12-31 $46M 380k 119.62
2014-09-30 $40M 364k 109.35
2014-06-30 $43M 363k 118.81
2014-03-31 $43M 365k 116.34
2013-12-31 $43M 375k 115.36
2013-09-30 $40M 374k 106.61
2013-06-30 $37M 380k 97.00
2012-03-31 $19M 226k 82.81