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
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All positions including iShares Russell 2000 Index held by Davidson Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Davidson Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |