iShares Russell 2000 Index shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $700k | 3.2k | 220.89 |
| 2024-06-30 | $637k | 3.1k | 202.89 |
| 2024-03-31 | $667k | 3.2k | 210.30 |
| 2023-12-31 | $652k | 3.2k | 200.71 |
| 2023-09-30 | $567k | 3.2k | 176.76 |
| 2023-06-30 | $593k | 3.2k | 187.26 |
| 2023-03-31 | $575k | 3.2k | 178.40 |
| 2022-12-31 | $553k | 3.2k | 174.36 |
| 2022-09-30 | $523k | 3.2k | 164.83 |
| 2022-06-30 | $545k | 3.2k | 169.47 |
| 2022-03-31 | $759k | 3.7k | 205.41 |
| 2021-12-31 | $866k | 3.9k | 222.34 |
| 2021-09-30 | $796k | 3.6k | 218.74 |
| 2021-06-30 | $858k | 3.7k | 229.47 |
| 2021-03-31 | $871k | 3.9k | 221.01 |
| 2020-12-31 | $750k | 3.8k | 196.13 |
| 2020-09-30 | $430k | 2.9k | 149.88 |
| 2020-06-30 | $384k | 2.7k | 143.12 |
| 2020-03-31 | $307k | 2.7k | 114.42 |
| 2019-12-31 | $488k | 2.9k | 165.82 |
| 2019-09-30 | $445k | 2.9k | 151.21 |
| 2019-06-30 | $427k | 2.7k | 155.39 |
| 2019-03-31 | $473k | 3.1k | 153.17 |
| 2018-12-31 | $413k | 3.1k | 133.74 |
| 2018-09-30 | $555k | 3.3k | 168.59 |
| 2018-06-30 | $463k | 2.8k | 163.72 |
| 2018-03-31 | $428k | 2.8k | 151.77 |
| 2017-12-31 | $464k | 3.0k | 152.33 |
| 2017-09-30 | $371k | 2.5k | 148.10 |
| 2017-06-30 | $223k | 1.6k | 141.14 |
| 2017-03-31 | $217k | 1.6k | 137.34 |
| 2016-12-31 | $225k | 1.7k | 134.73 |
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