iShares Russell 2000 Index shares owned by Alan Leist III
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Alan Leist III
from 13F filings
Historical chart of Alan Leist III investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Alan Leist III
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 969 | 241.96 |
| 2025-06-30 | $233k | 1.1k | 215.79 |
| 2025-03-31 | $477k | 2.4k | 199.49 |
| 2024-12-31 | $535k | 2.4k | 220.96 |
| 2024-09-30 | $585k | 2.6k | 220.89 |
| 2024-06-30 | $549k | 2.7k | 202.89 |
| 2024-03-31 | $406k | 1.9k | 210.30 |
| 2023-12-31 | $409k | 2.0k | 200.71 |
| 2023-09-30 | $409k | 2.3k | 176.74 |
| 2023-06-30 | $558k | 2.9k | 191.57 |
| 2023-03-31 | $545k | 3.1k | 178.40 |
| 2022-12-31 | $505k | 2.9k | 174.36 |
| 2022-09-30 | $420k | 2.5k | 164.90 |
| 2022-06-30 | $504k | 3.0k | 169.53 |
| 2022-03-31 | $611k | 3.0k | 205.38 |
| 2021-12-31 | $621k | 2.8k | 222.42 |
| 2021-09-30 | $668k | 3.1k | 218.87 |
| 2021-06-30 | $729k | 3.2k | 229.32 |
| 2021-03-31 | $673k | 3.0k | 221.02 |
| 2020-12-31 | $599k | 3.1k | 196.07 |
| 2020-09-30 | $479k | 3.2k | 149.69 |
| 2020-06-30 | $479k | 3.3k | 143.20 |
| 2020-03-31 | $465k | 4.1k | 114.56 |
| 2019-12-31 | $12M | 72k | 165.67 |
| 2019-09-30 | $11M | 73k | 151.34 |
| 2019-06-30 | $12M | 77k | 155.50 |
| 2019-03-31 | $12M | 79k | 153.10 |
| 2018-12-31 | $11M | 81k | 133.90 |
| 2018-09-30 | $43M | 252k | 168.55 |
| 2018-06-30 | $42M | 254k | 163.77 |
| 2018-03-31 | $40M | 265k | 151.83 |
| 2017-12-31 | $37M | 241k | 152.46 |
| 2017-09-30 | $32M | 215k | 148.18 |
| 2017-06-30 | $30M | 214k | 140.92 |
| 2017-03-31 | $29M | 210k | 137.48 |
| 2016-12-31 | $28M | 205k | 134.85 |
| 2016-09-30 | $26M | 205k | 124.21 |
| 2016-06-30 | $25M | 205k | 121.07 |
| 2016-03-31 | $21M | 188k | 110.63 |
| 2015-12-31 | $15M | 134k | 112.62 |
| 2015-09-30 | $14M | 129k | 109.20 |
| 2015-06-30 | $16M | 125k | 124.86 |
| 2015-03-31 | $16M | 126k | 124.37 |
| 2014-12-31 | $15M | 123k | 119.62 |
| 2014-09-30 | $9.5M | 87k | 109.35 |
| 2014-06-30 | $10M | 84k | 118.81 |
| 2014-03-31 | $9.6M | 82k | 116.34 |
| 2013-12-31 | $9.0M | 78k | 115.36 |
| 2013-09-30 | $12M | 108k | 106.61 |
| 2013-06-30 | $10M | 104k | 97.00 |
| 2013-03-31 | $8.8M | 93k | 94.43 |
| 2012-12-31 | $6.0M | 71k | 84.32 |
| 2012-09-30 | $5.7M | 68k | 83.43 |
| 2012-06-30 | $5.4M | 68k | 79.56 |
| 2012-03-31 | $5.7M | 69k | 82.81 |
| 2011-12-31 | $4.7M | 63k | 73.75 |
| 2011-09-30 | $5.0M | 78k | 64.30 |
| 2011-06-30 | $6.5M | 79k | 82.80 |
| 2011-03-31 | $13M | 155k | 84.17 |