iShares Russell 2000 Index shares owned by Charter Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Charter 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 Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $546k | 2.3k | 241.96 |
| 2025-06-30 | $487k | 2.3k | 215.79 |
| 2025-03-31 | $460k | 2.3k | 199.49 |
| 2024-12-31 | $510k | 2.3k | 220.96 |
| 2024-09-30 | $509k | 2.3k | 220.89 |
| 2024-06-30 | $468k | 2.3k | 202.89 |
| 2024-03-31 | $502k | 2.4k | 210.30 |
| 2023-12-31 | $519k | 2.6k | 200.71 |
| 2023-09-30 | $457k | 2.6k | 176.74 |
| 2023-06-30 | $552k | 2.9k | 187.27 |
| 2023-03-31 | $554k | 3.1k | 178.40 |
| 2022-12-31 | $577k | 3.3k | 174.36 |
| 2022-09-30 | $588k | 3.6k | 165.12 |
| 2022-06-30 | $603k | 3.6k | 169.33 |