iShares Russell 2000 Index shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $399k | 1.9k | 210.33 |
| 2022-03-31 | $988k | 4.8k | 205.32 |
| 2021-12-31 | $1.2M | 5.5k | 222.40 |
| 2021-09-30 | $1.9M | 8.7k | 218.79 |
| 2021-06-30 | $1.9M | 8.3k | 229.34 |
| 2021-03-31 | $1.3M | 6.0k | 220.92 |
| 2020-12-31 | $1.1M | 5.7k | 196.01 |
| 2020-09-30 | $843k | 5.6k | 149.81 |
| 2019-12-31 | $2.9M | 18k | 165.67 |
| 2019-09-30 | $352k | 2.3k | 151.33 |
| 2019-06-30 | $367k | 2.4k | 155.57 |
| 2019-03-31 | $244k | 1.6k | 152.88 |
| 2018-06-30 | $215k | 1.3k | 163.75 |
| 2018-03-31 | $783k | 5.2k | 151.77 |
| 2017-12-31 | $944k | 6.2k | 152.53 |
| 2017-09-30 | $1.3M | 8.5k | 148.23 |
| 2017-06-30 | $1.2M | 8.6k | 140.96 |
| 2017-03-31 | $1.1M | 8.2k | 137.49 |
| 2016-12-31 | $1.0M | 7.7k | 134.88 |
| 2016-09-30 | $934k | 7.5k | 124.27 |
| 2016-06-30 | $861k | 7.5k | 115.03 |
| 2016-03-31 | $984k | 8.9k | 110.59 |
| 2015-12-31 | $1.0M | 8.9k | 112.62 |
| 2015-09-30 | $1.0M | 8.9k | 115.32 |
| 2015-06-30 | $1.2M | 9.5k | 124.91 |
| 2015-03-31 | $1.1M | 8.7k | 124.32 |
| 2014-12-31 | $862k | 7.2k | 119.57 |