iShares Russell 2000 Index shares owned by Disciplined Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.2k | 241.95 |
| 2025-06-30 | $1.5M | 7.2k | 215.78 |
| 2025-03-31 | $1.5M | 7.6k | 199.49 |
| 2024-12-31 | $1.7M | 7.7k | 220.97 |
| 2024-09-30 | $1.6M | 7.2k | 220.90 |
| 2024-06-30 | $1.5M | 7.3k | 202.89 |
| 2024-03-31 | $1.5M | 7.1k | 210.30 |
| 2023-12-31 | $1.3M | 6.6k | 200.72 |
| 2023-09-30 | $1.2M | 7.0k | 176.73 |
| 2023-06-30 | $1.3M | 7.1k | 187.28 |
| 2023-03-31 | $1.5M | 8.4k | 178.40 |
| 2022-12-31 | $1.5M | 8.6k | 174.36 |
| 2022-09-30 | $1.5M | 8.9k | 164.89 |
| 2022-06-30 | $1.5M | 9.1k | 169.31 |
| 2022-03-31 | $1.9M | 9.4k | 205.32 |
| 2021-12-31 | $3.0M | 13k | 222.42 |
| 2021-09-30 | $2.9M | 14k | 218.75 |
| 2021-06-30 | $3.1M | 14k | 229.41 |
| 2021-03-31 | $2.9M | 13k | 220.94 |
| 2020-12-31 | $2.7M | 14k | 196.03 |
| 2020-09-30 | $2.1M | 14k | 149.76 |
| 2020-06-30 | $2.0M | 14k | 143.17 |
| 2020-03-31 | $1.6M | 14k | 114.48 |
| 2019-12-31 | $2.0M | 12k | 165.69 |