iShares Russell 2000 Index shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.3M | 31k | 200.71 |
| 2023-09-30 | $3.6M | 20k | 177.57 |
| 2023-06-30 | $3.9M | 21k | 187.27 |
| 2023-03-31 | $3.8M | 21k | 178.40 |
| 2022-12-31 | $3.8M | 22k | 174.36 |
| 2022-09-30 | $4.1M | 25k | 164.94 |
| 2022-06-30 | $4.2M | 25k | 169.37 |
| 2022-03-31 | $5.8M | 28k | 205.28 |
| 2021-12-31 | $6.6M | 30k | 222.44 |
| 2021-09-30 | $6.5M | 30k | 218.74 |
| 2021-06-30 | $7.0M | 31k | 229.37 |
| 2021-03-31 | $6.7M | 31k | 220.94 |
| 2020-12-31 | $4.2M | 21k | 196.06 |
| 2020-09-30 | $2.5M | 17k | 149.77 |
| 2020-06-30 | $2.6M | 18k | 143.18 |
| 2020-03-31 | $2.2M | 19k | 114.45 |
| 2019-12-31 | $3.4M | 20k | 165.69 |
| 2019-09-30 | $3.1M | 21k | 151.33 |
| 2019-06-30 | $3.2M | 21k | 155.52 |
| 2019-03-31 | $3.1M | 20k | 153.08 |
| 2018-12-31 | $3.1M | 23k | 133.91 |
| 2018-09-30 | $4.1M | 24k | 168.57 |
| 2018-06-30 | $8.3M | 50k | 163.76 |
| 2018-03-31 | $2.9M | 19k | 151.82 |
| 2017-12-31 | $6.1M | 40k | 152.47 |
| 2017-09-30 | $6.5M | 44k | 148.17 |
| 2017-06-30 | $8.2M | 58k | 140.92 |
| 2017-03-31 | $7.6M | 56k | 137.48 |
| 2016-12-31 | $12M | 91k | 134.84 |
| 2016-09-30 | $4.3M | 35k | 124.20 |
| 2016-06-30 | $2.4M | 21k | 114.99 |
| 2016-03-31 | $1.0M | 9.5k | 110.62 |
| 2015-12-31 | $989k | 8.8k | 112.66 |
| 2015-09-30 | $908k | 8.3k | 109.21 |
| 2015-06-30 | $836k | 6.7k | 124.79 |
| 2015-03-31 | $783k | 6.3k | 124.31 |
| 2014-12-31 | $753k | 6.3k | 119.54 |
| 2014-09-30 | $689k | 6.3k | 109.38 |
| 2014-06-30 | $748k | 6.3k | 118.75 |
| 2014-03-31 | $733k | 6.3k | 116.37 |
| 2013-12-31 | $727k | 6.3k | 115.42 |
| 2013-09-30 | $672k | 6.3k | 106.68 |
| 2013-06-30 | $611k | 6.3k | 97.00 |
| 2013-03-31 | $647k | 6.9k | 94.41 |
| 2012-12-31 | $527k | 6.3k | 84.27 |
| 2012-09-30 | $522k | 6.3k | 83.47 |
| 2012-06-30 | $543k | 6.8k | 79.51 |
| 2012-03-31 | $566k | 6.8k | 82.88 |
| 2011-12-31 | $504k | 6.8k | 73.80 |
| 2011-09-30 | $405k | 6.3k | 64.24 |
| 2011-06-30 | $533k | 6.4k | 82.84 |
| 2011-03-31 | $572k | 6.8k | 84.22 |
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