iShares Russell 2000 Index shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Chas. P. Smith & Associates, PA, CPA's
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 19k | 210.30 |
| 2023-12-31 | $1.7M | 8.3k | 200.75 |
| 2023-09-30 | $1.4M | 8.2k | 176.75 |
| 2023-06-30 | $1.5M | 8.0k | 187.32 |
| 2023-03-31 | $1.4M | 8.0k | 178.44 |
| 2022-12-31 | $1.5M | 8.5k | 174.39 |
| 2022-09-30 | $1.4M | 8.3k | 164.96 |
| 2022-06-30 | $1.5M | 8.7k | 169.35 |
| 2022-03-31 | $1.8M | 8.7k | 205.30 |
| 2021-12-31 | $1.9M | 8.5k | 222.39 |
| 2021-09-30 | $1.9M | 8.5k | 218.74 |
| 2021-06-30 | $1.7M | 7.3k | 229.33 |
| 2021-03-31 | $1.5M | 6.8k | 220.97 |
| 2020-12-31 | $1.3M | 6.8k | 196.05 |
| 2020-09-30 | $869k | 5.8k | 149.85 |
| 2020-06-30 | $838k | 5.9k | 143.15 |
| 2020-03-31 | $633k | 5.5k | 114.55 |
| 2019-12-31 | $919k | 5.5k | 165.71 |
| 2019-09-30 | $767k | 5.1k | 151.25 |
| 2019-06-30 | $799k | 5.1k | 155.42 |
| 2019-03-31 | $784k | 5.1k | 153.10 |
| 2018-12-31 | $578k | 4.3k | 133.95 |
| 2018-09-30 | $666k | 4.0k | 168.52 |
| 2018-06-30 | $652k | 4.0k | 163.74 |
| 2018-03-31 | $605k | 4.0k | 151.93 |
| 2017-12-31 | $608k | 4.0k | 152.38 |
| 2017-09-30 | $606k | 4.1k | 148.28 |
| 2017-06-30 | $597k | 4.2k | 140.97 |
| 2017-03-31 | $591k | 4.3k | 137.38 |
| 2016-12-31 | $591k | 4.4k | 134.87 |
| 2016-09-30 | $556k | 4.5k | 124.22 |
| 2016-06-30 | $530k | 4.6k | 114.92 |
| 2016-03-31 | $2.0M | 18k | 110.60 |
| 2015-12-31 | $847k | 7.5k | 112.60 |
| 2015-09-30 | $706k | 6.5k | 109.25 |
| 2015-06-30 | $807k | 6.5k | 124.88 |
| 2015-03-31 | $812k | 6.5k | 124.31 |
| 2014-12-31 | $781k | 6.5k | 119.57 |
| 2014-09-30 | $708k | 6.5k | 109.38 |
| 2014-06-30 | $740k | 6.2k | 118.88 |
| 2014-03-31 | $2.2M | 19k | 116.34 |
| 2013-12-31 | $2.2M | 19k | 115.38 |
| 2013-09-30 | $656k | 6.2k | 106.60 |
| 2013-06-30 | $597k | 6.2k | 97.01 |
| 2013-03-31 | $563k | 6.0k | 94.48 |
| 2012-12-31 | $547k | 6.5k | 84.36 |
| 2012-09-30 | $309k | 3.7k | 83.40 |
| 2012-06-30 | $295k | 3.7k | 79.62 |
| 2012-03-31 | $238k | 2.9k | 82.64 |
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