iShares Russell 2000 Index shares owned by Avalon Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $194k | 800 | 241.96 |
| 2025-06-30 | $227k | 1.1k | 215.79 |
| 2025-03-31 | $259k | 1.3k | 199.49 |
| 2024-12-31 | $376k | 1.7k | 220.96 |
| 2024-09-30 | $376k | 1.7k | 220.89 |
| 2024-06-30 | $345k | 1.7k | 202.89 |
| 2024-03-31 | $417k | 2.0k | 210.30 |
| 2023-12-31 | $398k | 2.0k | 200.71 |
| 2023-09-30 | $155k | 875 | 176.74 |
| 2023-06-30 | $164k | 875 | 187.27 |
| 2023-03-31 | $161k | 900 | 178.40 |