iShares Russell 2000 Index shares owned by Copperwynd Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $204k | 946 | 215.79 |
| 2024-12-31 | $2.5M | 11k | 220.97 |
| 2024-09-30 | $259k | 1.2k | 220.93 |
| 2024-06-30 | $223k | 998 | 223.86 |
| 2024-03-31 | $206k | 980 | 210.30 |
| 2022-12-31 | $1.4M | 8.0k | 174.36 |
| 2021-09-30 | $3.2M | 15k | 218.78 |
| 2021-06-30 | $1.6M | 7.1k | 229.30 |
| 2021-03-31 | $8.4M | 38k | 220.94 |
| 2020-09-30 | $2.0M | 13k | 149.76 |