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iShares Russell 2000 Index shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 40k 200.71
2023-09-30 $7.2M 41k 176.74
2023-06-30 $7.4M 40k 187.27
2023-03-31 $7.0M 39k 178.40
2022-12-31 $6.8M 39k 174.36
2022-09-30 $6.4M 39k 164.93
2022-06-30 $6.5M 38k 169.37
2022-03-31 $7.7M 37k 205.27
2021-12-31 $8.0M 36k 222.44
2021-09-30 $7.8M 36k 218.76
2021-06-30 $8.2M 36k 229.37
2021-03-31 $8.0M 36k 220.95
2020-12-31 $7.6M 39k 196.05
2020-09-30 $6.5M 43k 149.80
2020-06-30 $6.2M 44k 143.17
2020-03-31 $5.0M 44k 114.45
2019-12-31 $7.4M 45k 165.68
2019-09-30 $6.8M 45k 151.35
2019-06-30 $7.1M 45k 155.51
2019-03-31 $7.0M 46k 153.08
2018-12-31 $6.1M 46k 133.90
2018-09-30 $7.7M 45k 168.56
2018-06-30 $7.7M 47k 163.78
2018-03-31 $7.2M 48k 151.82
2017-12-31 $7.7M 51k 152.46
2017-09-30 $7.6M 52k 148.18
2017-06-30 $7.7M 55k 140.92
2017-03-31 $7.6M 55k 137.48
2016-12-31 $7.9M 59k 134.85
2016-09-30 $7.5M 60k 124.21
2016-06-30 $7.1M 62k 114.98
2016-03-31 $7.0M 63k 110.63
2015-12-31 $7.3M 65k 112.63
2015-09-30 $7.1M 65k 109.20
2015-06-30 $7.9M 66k 120.21
2015-03-31 $8.2M 66k 124.37
2014-12-31 $8.0M 67k 119.62

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index