iShares Russell 2000 Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.0M | 36k | 220.96 |
| 2024-09-30 | $7.9M | 36k | 220.89 |
| 2024-06-30 | $7.1M | 35k | 202.89 |
| 2024-03-31 | $7.3M | 35k | 210.30 |
| 2023-12-31 | $6.5M | 33k | 200.71 |
| 2023-09-30 | $5.4M | 29k | 187.27 |
| 2023-06-30 | $5.4M | 29k | 187.27 |
| 2023-03-31 | $5.1M | 29k | 178.40 |
| 2022-12-31 | $5.7M | 33k | 174.36 |
| 2022-09-30 | $4.3M | 25k | 169.36 |
| 2022-06-30 | $4.3M | 25k | 169.36 |
| 2022-03-31 | $5.6M | 27k | 205.27 |
| 2021-12-31 | $6.0M | 27k | 222.44 |
| 2021-09-30 | $5.6M | 26k | 218.75 |
| 2021-06-30 | $6.7M | 29k | 229.38 |
| 2021-03-31 | $5.9M | 27k | 220.95 |
| 2020-12-31 | $2.2M | 11k | 196.09 |
| 2020-09-30 | $1.1M | 7.7k | 149.81 |
| 2020-06-30 | $816k | 5.7k | 143.21 |
| 2020-03-31 | $2.7M | 24k | 114.46 |
| 2019-12-31 | $4.4M | 27k | 165.66 |