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iShares Russell 2000 Index shares owned by Aureus Asset Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aureus Asset Management from 13F filings

Historical chart of Aureus Asset Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Aureus Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Aureus Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 18k 220.89
2024-06-30 $3.8M 19k 202.89
2024-03-31 $3.9M 19k 210.30
2023-12-31 $4.3M 21k 200.71
2023-09-30 $1.9M 11k 176.74
2023-06-30 $1.9M 10k 187.27
2023-03-31 $1.8M 10k 178.40
2022-12-31 $2.0M 11k 174.36
2022-09-30 $1.1M 6.4k 164.98
2022-06-30 $1.1M 6.4k 169.30
2022-03-31 $1.4M 6.6k 205.33
2021-12-31 $1.1M 5.1k 222.50
2021-09-30 $1.1M 5.1k 218.66
2021-06-30 $1.2M 5.1k 229.43
2021-03-31 $1.1M 5.0k 220.92
2020-12-31 $1.1M 5.6k 196.11
2020-09-30 $616k 4.1k 149.70
2020-06-30 $597k 4.2k 143.10
2020-03-31 $586k 5.1k 114.39
2019-12-31 $833k 5.0k 165.74
2019-09-30 $772k 5.1k 151.43
2019-06-30 $801k 5.1k 155.59
2019-03-31 $788k 5.1k 153.07
2018-12-31 $646k 4.8k 133.91
2018-09-30 $808k 4.8k 168.61
2018-06-30 $934k 5.7k 163.74
2018-03-31 $906k 6.0k 151.84
2017-12-31 $1.1M 7.2k 152.42
2017-09-30 $1.1M 7.2k 148.13
2017-06-30 $992k 7.0k 140.97
2017-03-31 $1.1M 8.2k 138.18
2016-12-31 $1.5M 11k 134.81
2016-09-30 $1.1M 8.7k 124.16
2016-06-30 $1.0M 8.8k 115.04
2016-03-31 $968k 8.7k 110.68
2015-12-31 $838k 7.4k 112.68
2015-09-30 $768k 7.0k 109.22
2015-06-30 $881k 7.1k 124.93
2015-03-31 $915k 7.4k 124.35
2014-12-31 $599k 5.0k 119.66
2014-09-30 $290k 2.7k 109.27
2014-06-30 $458k 3.9k 118.90
2014-03-31 $697k 6.0k 116.36
2013-12-31 $799k 6.9k 115.35
2013-09-30 $603k 5.7k 106.65
2013-06-30 $642k 6.6k 96.96