iShares Russell 2000 Index shares owned by Coe Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coe Capital Management
from 13F filings
Historical chart of Coe Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Coe Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $716k | 3.1k | 229.49 |
| 2021-03-31 | $689k | 3.1k | 220.83 |
| 2020-12-31 | $615k | 3.1k | 196.17 |
| 2020-09-30 | $488k | 3.3k | 149.69 |
| 2020-06-30 | $467k | 3.3k | 143.25 |
| 2020-03-31 | $373k | 3.3k | 114.42 |
| 2019-12-31 | $569k | 3.4k | 165.65 |
| 2019-09-30 | $1.0M | 6.8k | 151.36 |
| 2019-06-30 | $1.1M | 7.4k | 155.53 |
| 2019-03-31 | $707k | 4.6k | 153.20 |
| 2018-12-31 | $643k | 4.8k | 133.96 |
| 2018-09-30 | $809k | 4.8k | 168.54 |
| 2018-06-30 | $727k | 4.4k | 163.74 |
| 2018-03-31 | $674k | 4.4k | 151.80 |
| 2017-12-31 | $658k | 4.3k | 152.49 |
| 2017-09-30 | $639k | 4.3k | 148.09 |
| 2017-06-30 | $639k | 4.5k | 140.84 |
| 2017-03-31 | $624k | 4.5k | 137.54 |
| 2016-12-31 | $612k | 4.5k | 134.89 |
| 2016-09-30 | $590k | 4.7k | 124.29 |
| 2016-06-30 | $512k | 4.5k | 114.88 |
| 2016-03-31 | $436k | 3.9k | 110.74 |
| 2015-12-31 | $465k | 4.1k | 112.54 |
| 2015-09-30 | $487k | 4.5k | 109.27 |
| 2015-06-30 | $540k | 4.3k | 124.86 |
| 2015-03-31 | $499k | 4.0k | 124.44 |
| 2014-12-31 | $521k | 4.4k | 119.55 |
| 2014-09-30 | $342k | 3.1k | 109.27 |
| 2014-06-30 | $410k | 3.5k | 118.84 |
| 2014-03-31 | $419k | 3.6k | 116.39 |
| 2013-12-31 | $411k | 3.6k | 115.29 |
| 2013-06-30 | $302k | 3.1k | 96.95 |
| 2013-03-31 | $311k | 3.3k | 94.39 |
| 2012-12-31 | $239k | 2.8k | 84.15 |
| 2012-09-30 | $217k | 2.6k | 83.46 |