iShares Russell 2000 Index shares owned by Ariel Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ariel Capital Advisors
from 13F filings
Historical chart of Ariel Capital Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ariel Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.7M | 39k | 220.96 |
| 2024-09-30 | $8.9M | 41k | 220.89 |
| 2024-06-30 | $8.7M | 43k | 202.89 |
| 2024-03-31 | $9.0M | 43k | 210.30 |
| 2023-12-31 | $8.6M | 43k | 200.71 |
| 2023-09-30 | $8.0M | 45k | 176.74 |
| 2023-06-30 | $8.4M | 45k | 187.27 |
| 2023-03-31 | $12M | 66k | 178.40 |
| 2022-12-31 | $12M | 67k | 174.36 |
| 2022-09-30 | $12M | 71k | 164.92 |
| 2022-06-30 | $12M | 71k | 169.36 |
| 2022-03-31 | $15M | 71k | 205.27 |
| 2021-12-31 | $16M | 70k | 222.46 |
| 2021-09-30 | $16M | 71k | 218.74 |
| 2021-06-30 | $16M | 71k | 229.37 |
| 2021-03-31 | $16M | 72k | 220.94 |
| 2020-12-31 | $14M | 71k | 196.06 |
| 2020-09-30 | $10M | 69k | 149.80 |
| 2020-06-30 | $9.7M | 68k | 143.18 |
| 2020-03-31 | $7.6M | 66k | 114.45 |
| 2019-12-31 | $7.1M | 43k | 165.67 |
| 2019-09-30 | $9.0M | 60k | 151.33 |
| 2019-06-30 | $9.1M | 59k | 155.50 |
| 2019-03-31 | $8.4M | 55k | 153.09 |
| 2018-12-31 | $5.4M | 40k | 133.89 |
| 2018-09-30 | $8.5M | 50k | 168.56 |
| 2018-06-30 | $8.4M | 51k | 163.77 |
| 2018-03-31 | $7.9M | 52k | 151.83 |
| 2017-12-31 | $7.4M | 49k | 152.45 |
| 2017-09-30 | $6.4M | 44k | 148.19 |
| 2017-06-30 | $5.9M | 42k | 140.92 |
| 2017-03-31 | $5.6M | 41k | 137.48 |
| 2016-12-31 | $5.5M | 41k | 134.85 |
| 2016-09-30 | $5.8M | 47k | 124.20 |
| 2016-06-30 | $5.5M | 48k | 114.98 |
| 2015-12-31 | $5.4M | 48k | 112.62 |
| 2015-09-30 | $5.1M | 46k | 109.21 |
| 2015-06-30 | $5.4M | 44k | 124.85 |
| 2015-03-31 | $5.8M | 46k | 124.38 |
| 2014-12-31 | $5.5M | 46k | 119.61 |