iShares Russell 2000 Index shares owned by Concentric Capital Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Concentric Capital Strategies
from 13F filings
Historical chart of Concentric Capital Strategies investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Concentric Capital Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Concentric Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.3k | 241.96 |
| 2025-06-30 | $29M | 136k | 215.79 |
| 2024-12-31 | $203M | 919k | 220.96 |
| 2024-09-30 | $95M | 430k | 220.89 |
| 2024-06-30 | $71M | 348k | 202.89 |
| 2024-03-31 | $28M | 133k | 210.30 |
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