iShares Russell 2000 Index shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $578k | 2.4k | 241.96 |
| 2025-06-30 | $558k | 2.6k | 215.79 |
| 2025-03-31 | $617k | 3.1k | 199.55 |
| 2024-12-31 | $746k | 3.4k | 220.96 |
| 2024-09-30 | $759k | 3.4k | 220.89 |
| 2024-06-30 | $705k | 3.5k | 202.89 |
| 2024-03-31 | $965k | 4.6k | 210.30 |
| 2023-12-31 | $1.1M | 5.3k | 200.73 |
| 2023-09-30 | $830k | 4.7k | 176.76 |
| 2023-06-30 | $898k | 4.8k | 187.67 |
| 2023-03-31 | $876k | 4.9k | 178.40 |
| 2022-12-31 | $897k | 5.1k | 174.36 |
| 2022-09-30 | $841k | 5.1k | 164.92 |
| 2022-06-30 | $865k | 5.1k | 169.36 |
| 2022-03-31 | $1.1M | 5.1k | 205.27 |
| 2021-12-31 | $1.3M | 5.9k | 222.45 |
| 2021-09-30 | $1.5M | 6.7k | 218.75 |
| 2021-06-30 | $1.7M | 7.2k | 229.37 |
| 2021-03-31 | $1.5M | 6.8k | 220.94 |
| 2020-12-31 | $1.3M | 6.6k | 196.06 |
| 2020-09-30 | $883k | 5.9k | 149.80 |
| 2020-06-30 | $876k | 6.1k | 143.19 |
| 2020-03-31 | $572k | 5.0k | 114.47 |
| 2019-12-31 | $830k | 5.0k | 165.68 |
| 2019-09-30 | $703k | 4.6k | 151.34 |
| 2019-06-30 | $728k | 4.7k | 155.50 |
| 2019-03-31 | $716k | 4.7k | 153.09 |
| 2018-12-31 | $641k | 4.8k | 133.90 |
| 2018-09-30 | $873k | 5.2k | 168.55 |
| 2018-06-30 | $852k | 5.2k | 163.77 |
| 2018-03-31 | $613k | 4.0k | 151.83 |
| 2017-12-31 | $465k | 3.1k | 152.46 |
| 2017-09-30 | $452k | 3.1k | 148.18 |
| 2017-06-30 | $430k | 3.1k | 140.92 |
| 2017-03-31 | $311k | 2.3k | 137.48 |
| 2016-12-31 | $292k | 2.2k | 134.85 |
| 2016-09-30 | $281k | 2.3k | 124.21 |
| 2016-06-30 | $272k | 2.4k | 114.98 |
| 2016-03-31 | $262k | 2.4k | 110.63 |
| 2015-12-31 | $323k | 2.9k | 112.62 |
| 2015-09-30 | $313k | 2.9k | 109.20 |
| 2015-06-30 | $388k | 3.1k | 124.86 |
| 2015-03-31 | $399k | 3.2k | 124.37 |
More positions owned by Adell, Harriman, & Carpenter
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