iShares Russell 2000 Index shares owned by Avalon Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $8.5M | 48k | 178.40 |
| 2022-12-31 | $7.5M | 43k | 174.36 |
| 2022-09-30 | $7.1M | 43k | 164.92 |
| 2022-06-30 | $7.2M | 43k | 169.36 |
| 2022-03-31 | $8.5M | 41k | 205.28 |
| 2021-12-31 | $5.8M | 26k | 222.43 |
| 2021-09-30 | $8.3M | 38k | 218.76 |
| 2021-06-30 | $7.7M | 33k | 229.38 |
| 2021-03-31 | $6.5M | 29k | 220.92 |
| 2020-12-31 | $4.7M | 24k | 196.06 |
| 2020-09-30 | $3.5M | 24k | 149.79 |
| 2020-06-30 | $3.4M | 24k | 143.18 |
| 2020-03-31 | $2.9M | 25k | 114.47 |
| 2019-12-31 | $3.6M | 22k | 165.68 |
| 2019-09-30 | $3.3M | 22k | 151.34 |
| 2019-06-30 | $3.2M | 20k | 155.48 |
| 2019-03-31 | $3.1M | 20k | 153.08 |
| 2018-12-31 | $3.6M | 27k | 133.90 |
| 2018-09-30 | $2.3M | 13k | 168.52 |
| 2018-06-30 | $2.0M | 12k | 163.80 |
| 2018-03-31 | $1.1M | 7.4k | 151.90 |
| 2017-06-30 | $2.6M | 18k | 140.90 |
| 2017-03-31 | $2.2M | 16k | 137.50 |
| 2016-12-31 | $1.5M | 11k | 134.81 |
| 2016-09-30 | $1.4M | 12k | 124.23 |
| 2016-06-30 | $1.3M | 12k | 114.95 |
| 2015-06-30 | $915k | 7.3k | 124.86 |
| 2015-03-31 | $535k | 4.3k | 124.30 |