iShares Russell 2000 Index shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.7k | 241.98 |
| 2025-06-30 | $1.0M | 4.8k | 215.80 |
| 2025-03-31 | $1.4M | 7.0k | 199.49 |
| 2024-12-31 | $1.8M | 8.1k | 220.96 |
| 2024-09-30 | $1.8M | 8.1k | 220.89 |
| 2024-06-30 | $1.7M | 8.4k | 202.89 |
| 2024-03-31 | $2.0M | 9.7k | 210.31 |
| 2023-12-31 | $2.0M | 9.8k | 204.44 |
| 2023-09-30 | $3.4M | 19k | 176.74 |
| 2023-06-30 | $4.2M | 22k | 187.27 |
| 2023-03-31 | $292k | 1.6k | 178.27 |
| 2022-12-31 | $305k | 1.8k | 174.09 |
| 2022-09-30 | $295k | 1.8k | 164.90 |
| 2022-06-30 | $331k | 2.0k | 169.31 |
| 2022-03-31 | $859k | 4.2k | 205.21 |
| 2021-12-31 | $1.0M | 4.6k | 222.37 |
| 2021-09-30 | $959k | 4.4k | 218.65 |
| 2021-06-30 | $498k | 2.2k | 229.60 |
| 2021-03-31 | $483k | 2.2k | 220.95 |
| 2020-12-31 | $837k | 4.3k | 196.16 |
| 2020-09-30 | $303k | 2.0k | 149.85 |
| 2020-06-30 | $437k | 3.1k | 143.09 |
| 2019-12-31 | $406k | 2.5k | 165.65 |
| 2019-09-30 | $347k | 2.3k | 151.46 |
| 2019-06-30 | $364k | 2.3k | 155.62 |
| 2019-03-31 | $388k | 2.5k | 153.12 |
| 2018-12-31 | $377k | 2.8k | 133.93 |
| 2018-09-30 | $468k | 2.8k | 168.59 |
| 2018-06-30 | $2.9M | 18k | 163.76 |
| 2018-03-31 | $474k | 3.1k | 151.97 |
| 2017-12-31 | $479k | 3.1k | 152.31 |
| 2017-09-30 | $467k | 3.2k | 148.02 |
| 2017-06-30 | $2.6M | 18k | 140.94 |
More positions owned by D L Carlson Investment Group
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