iShares Russell 2000 Index shares owned by Costello Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 2.0k | 242.01 |
| 2025-06-30 | $459k | 2.1k | 215.81 |
| 2025-03-31 | $424k | 2.1k | 199.49 |
| 2024-12-31 | $470k | 2.1k | 220.94 |
| 2024-09-30 | $523k | 2.4k | 220.84 |
| 2024-06-30 | $230k | 1.1k | 202.93 |
| 2024-03-31 | $212k | 1.0k | 210.30 |
| 2023-12-31 | $401 | 2 | 200.50 |
| 2023-09-30 | $353 | 2 | 176.50 |
| 2023-06-30 | $375 | 2 | 187.50 |
| 2023-03-31 | $357 | 2 | 178.50 |
| 2022-12-31 | $349 | 2 | 174.50 |
| 2022-09-30 | $0 | 2 | 0.00 |
| 2022-06-30 | $0 | 2 | 0.00 |
| 2022-03-31 | $30k | 147 | 204.08 |
| 2021-12-31 | $46k | 207 | 222.22 |
| 2021-09-30 | $45k | 206 | 218.45 |
| 2021-06-30 | $47k | 206 | 228.16 |
| 2021-03-31 | $45k | 206 | 218.45 |
| 2020-12-31 | $40k | 205 | 195.12 |
| 2020-09-30 | $31k | 205 | 151.22 |
| 2020-06-30 | $29k | 204 | 142.16 |