iShares Russell 2000 Index shares owned by Caldwell Sutter Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Caldwell Sutter Capital
from 13F filings
Historical chart of Caldwell Sutter Capital investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Caldwell Sutter Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $153k | 630 | 242.06 |
| 2025-06-30 | $137k | 636 | 215.73 |
| 2025-03-31 | $145k | 725 | 199.60 |
| 2024-12-31 | $140k | 635 | 220.98 |
| 2024-09-30 | $140k | 635 | 220.75 |
| 2024-06-30 | $129k | 634 | 202.91 |
| 2024-03-31 | $133k | 634 | 210.18 |
| 2023-12-31 | $115k | 574 | 200.80 |
| 2023-09-30 | $101k | 573 | 176.74 |
| 2023-06-30 | $107k | 573 | 187.27 |
| 2023-03-31 | $32k | 177 | 178.40 |
| 2022-12-31 | $26k | 150 | 174.36 |