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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.7M | 19k | 241.96 |
| 2025-06-30 | $4.2M | 19k | 215.79 |
| 2025-03-31 | $3.9M | 19k | 199.49 |
| 2024-12-31 | $4.1M | 19k | 220.96 |
| 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 |
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