iShares Russell 2000 Index shares owned by Aspiriant
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.8M | 47k | 210.32 |
| 2023-12-31 | $9.5M | 47k | 200.72 |
| 2023-09-30 | $8.4M | 48k | 176.75 |
| 2023-06-30 | $9.2M | 49k | 187.27 |
| 2023-03-31 | $8.8M | 49k | 178.40 |
| 2022-12-31 | $9.2M | 53k | 174.36 |
| 2022-09-30 | $8.7M | 53k | 164.86 |
| 2022-06-30 | $9.2M | 55k | 169.38 |
| 2022-03-31 | $11M | 54k | 205.33 |
| 2021-12-31 | $12M | 56k | 222.37 |
| 2021-09-30 | $12M | 53k | 218.76 |
| 2021-06-30 | $13M | 56k | 229.38 |
| 2021-03-31 | $11M | 51k | 221.05 |
| 2020-12-31 | $9.9M | 50k | 195.91 |
| 2020-09-30 | $8.3M | 55k | 149.70 |
| 2020-06-30 | $7.9M | 55k | 143.12 |
| 2020-03-31 | $9.0M | 79k | 114.53 |
| 2019-12-31 | $13M | 77k | 165.75 |
| 2019-09-30 | $18M | 118k | 151.34 |
| 2019-06-30 | $19M | 119k | 155.52 |
| 2019-03-31 | $19M | 123k | 153.06 |
| 2018-12-31 | $15M | 113k | 133.89 |
| 2018-09-30 | $19M | 114k | 168.51 |
| 2018-06-30 | $21M | 125k | 163.77 |
| 2018-03-31 | $20M | 133k | 151.83 |
| 2017-12-31 | $4.3M | 28k | 152.46 |
| 2017-09-30 | $25M | 169k | 148.18 |
| 2017-06-30 | $12M | 86k | 140.92 |
| 2017-03-31 | $9.3M | 135k | 68.70 |
| 2016-12-31 | $2.9M | 97k | 29.51 |
| 2016-09-30 | $1.0M | 8.2k | 124.25 |
| 2016-06-30 | $958k | 8.3k | 114.94 |
| 2016-03-31 | $2.2M | 20k | 110.62 |
| 2015-12-31 | $1.0M | 9.1k | 112.61 |
| 2015-09-30 | $1.0M | 9.2k | 109.23 |
| 2015-06-30 | $1.2M | 9.7k | 124.87 |
| 2015-03-31 | $1.2M | 9.7k | 124.33 |
| 2014-12-31 | $1.2M | 10k | 119.66 |
| 2014-09-30 | $1.9M | 17k | 109.35 |
| 2014-06-30 | $2.3M | 19k | 118.83 |
| 2014-03-31 | $2.4M | 20k | 116.36 |
| 2013-12-31 | $2.4M | 21k | 115.35 |
| 2013-09-30 | $893k | 8.4k | 106.56 |
| 2013-06-30 | $1.5M | 15k | 96.99 |
| 2013-03-31 | $1.4M | 15k | 94.44 |
| 2012-12-31 | $2.8M | 33k | 84.31 |
| 2012-09-30 | $1.6M | 19k | 83.44 |
| 2012-06-30 | $1.7M | 22k | 79.58 |
| 2011-09-30 | $2.4M | 37k | 64.31 |
| 2011-06-30 | $3.3M | 39k | 82.81 |
| 2011-03-31 | $3.2M | 38k | 84.17 |