Davidson Trust »

iShares Russell 2000 Index shares owned by Davidson Trust

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Davidson Trust from 13F filings

Historical chart of Davidson Trust investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Davidson Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Davidson Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 14k 202.89
2024-03-31 $2.8M 14k 210.30
2023-12-31 $2.7M 14k 200.71
2023-09-30 $2.4M 14k 176.74
2023-06-30 $2.5M 14k 187.27
2023-03-31 $2.4M 13k 178.40
2022-12-31 $2.3M 13k 174.36
2022-09-30 $2.2M 13k 164.90
2022-06-30 $2.2M 13k 169.33
2022-03-31 $2.7M 13k 205.28
2021-12-31 $2.9M 13k 222.45
2021-09-30 $2.9M 13k 218.72
2021-06-30 $3.0M 13k 229.41
2021-03-31 $2.9M 13k 220.93
2020-12-31 $2.6M 13k 196.05
2020-09-30 $2.0M 13k 149.78
2020-06-30 $1.9M 13k 143.14
2020-03-31 $1.0M 9.0k 114.44
2019-12-31 $1.5M 9.0k 165.59