iShares Russell 2000 Index shares owned by Concorde Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $527k | 2.4k | 220.87 |
| 2024-06-30 | $535k | 2.6k | 202.88 |
| 2024-03-31 | $658k | 3.1k | 210.28 |
| 2023-12-31 | $624k | 3.1k | 200.70 |
| 2023-09-30 | $664k | 3.8k | 176.74 |
| 2023-06-30 | $732k | 3.9k | 187.28 |
| 2023-03-31 | $608k | 3.4k | 178.38 |
| 2022-12-31 | $619k | 3.5k | 174.37 |
| 2022-09-30 | $587k | 3.6k | 165.07 |
| 2022-06-30 | $601k | 3.5k | 169.49 |
| 2022-03-31 | $743k | 3.6k | 205.19 |
| 2021-12-31 | $878k | 3.9k | 222.50 |
| 2021-09-30 | $610k | 2.8k | 218.79 |
| 2021-06-30 | $667k | 2.9k | 229.37 |
| 2021-03-31 | $703k | 3.2k | 220.86 |
| 2020-12-31 | $713k | 3.6k | 196.15 |
| 2020-09-30 | $455k | 3.0k | 149.93 |
| 2019-12-31 | $255k | 1.5k | 165.94 |
| 2019-09-30 | $353k | 2.3k | 151.34 |
| 2019-06-30 | $340k | 2.2k | 155.44 |
| 2019-03-31 | $732k | 4.8k | 153.20 |
| 2018-12-31 | $300k | 2.2k | 133.70 |
| 2018-09-30 | $470k | 2.8k | 168.40 |
| 2018-06-30 | $528k | 3.2k | 163.47 |
| 2018-03-31 | $458k | 2.3k | 200.00 |
| 2017-12-31 | $743k | 4.9k | 152.38 |
| 2017-09-30 | $1.1M | 7.2k | 150.23 |
| 2017-06-30 | $526k | 3.7k | 140.87 |
| 2017-03-31 | $578k | 4.2k | 137.58 |
| 2016-12-31 | $1.5M | 11k | 134.90 |
| 2016-09-30 | $714k | 5.7k | 124.16 |
| 2016-06-30 | $1.1M | 9.2k | 114.93 |
| 2016-03-31 | $1.5M | 13k | 110.61 |
| 2015-12-31 | $435k | 3.9k | 111.11 |
| 2015-06-30 | $5.3M | 42k | 124.85 |
| 2015-03-31 | $6.3M | 51k | 124.25 |
| 2014-12-31 | $1.4M | 12k | 118.81 |