iShares Russell 2000 Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 241.96 |
| 2021-12-31 | $969k | 4.4k | 222.45 |
| 2021-09-30 | $953k | 4.4k | 218.75 |
| 2021-06-30 | $921k | 4.0k | 229.37 |
| 2021-03-31 | $887k | 4.0k | 220.94 |
| 2020-12-31 | $754k | 3.8k | 196.06 |
| 2020-09-30 | $577k | 3.9k | 149.79 |
| 2020-06-30 | $557k | 3.9k | 143.18 |
| 2020-03-31 | $430k | 3.8k | 114.46 |
| 2019-12-31 | $456k | 2.8k | 165.67 |