iShares Russell 2000 Index shares owned by Charles Schwab Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Charles Schwab Trust
from 13F filings
Historical chart of Charles Schwab Trust investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Charles Schwab 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 Charles Schwab Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 1.5k | 241.96 |
| 2025-06-30 | $331k | 1.5k | 215.79 |
| 2024-12-31 | $282k | 1.3k | 220.96 |
| 2024-09-30 | $285k | 1.3k | 220.89 |
| 2022-06-30 | $317k | 1.9k | 169.61 |
| 2022-03-31 | $765k | 3.7k | 205.20 |
| 2021-12-31 | $838k | 3.8k | 222.46 |
| 2021-09-30 | $824k | 3.8k | 218.74 |
| 2019-12-31 | $237k | 1.4k | 165.62 |