iShares Russell 2000 Index shares owned by Ascent Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ascent Group
from 13F filings
Historical chart of Ascent Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Ascent Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.9M | 32k | 246.16 |
| 2025-09-30 | $0 | 34k | 0.00 |
| 2025-06-30 | $7.1M | 33k | 215.77 |
| 2025-03-31 | $2.6M | 13k | 199.49 |
| 2024-09-30 | $254k | 1.1k | 220.98 |
| 2024-06-30 | $249k | 1.2k | 202.97 |
| 2023-03-31 | $247k | 1.4k | 178.43 |
| 2022-12-31 | $234k | 1.3k | 174.39 |
| 2022-09-30 | $3.0M | 16k | 183.32 |
| 2022-06-30 | $4.5M | 24k | 187.24 |
| 2022-03-31 | $9.5M | 46k | 205.27 |
| 2021-12-31 | $14M | 72k | 197.00 |