iShares Russell 2000 Index shares owned by Davis Investment Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Davis Investment Partners
from 13F filings
Historical chart of Davis Investment Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Davis Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Davis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 4.1k | 242.46 |
| 2025-06-30 | $948k | 4.4k | 217.84 |
| 2025-03-31 | $851k | 4.6k | 186.38 |
| 2024-12-31 | $1.4M | 6.2k | 217.06 |
| 2024-09-30 | $1.4M | 6.2k | 217.61 |
| 2024-06-30 | $1.3M | 6.3k | 213.02 |
| 2024-03-31 | $1.7M | 8.5k | 201.13 |
| 2023-12-31 | $1.7M | 8.9k | 193.83 |
| 2023-09-30 | $1.5M | 8.5k | 171.35 |
| 2023-06-30 | $1.9M | 9.6k | 195.14 |
| 2023-03-31 | $929k | 5.3k | 175.54 |
| 2022-12-31 | $975k | 5.1k | 192.46 |