iShares Russell 2000 Index shares owned by Edge Capital Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Edge Capital Group
from 13F filings
Historical chart of Edge Capital Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Edge Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Edge Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 18k | 220.88 |
| 2024-06-30 | $3.7M | 19k | 202.89 |
| 2024-03-31 | $3.9M | 19k | 210.30 |
| 2023-09-30 | $5.7M | 32k | 176.74 |
| 2023-06-30 | $4.8M | 25k | 187.27 |
| 2023-03-31 | $2.5M | 14k | 178.41 |
| 2022-12-31 | $2.5M | 14k | 174.36 |
| 2022-09-30 | $3.0M | 18k | 164.92 |
| 2022-06-30 | $3.3M | 20k | 169.38 |
| 2022-03-31 | $5.0M | 24k | 205.28 |
| 2021-12-31 | $14M | 62k | 222.45 |
| 2021-09-30 | $5.2M | 24k | 218.76 |
| 2021-06-30 | $4.7M | 20k | 229.37 |
| 2021-03-31 | $7.2M | 33k | 220.94 |
| 2020-12-31 | $11M | 54k | 196.06 |
| 2020-09-30 | $9.1M | 61k | 149.79 |
| 2020-06-30 | $8.3M | 58k | 143.18 |
| 2020-03-31 | $3.3M | 29k | 114.47 |
| 2019-12-31 | $6.2M | 38k | 165.67 |
| 2019-09-30 | $5.6M | 37k | 151.35 |
| 2019-06-30 | $6.2M | 40k | 155.50 |
| 2019-03-31 | $17M | 109k | 153.09 |
| 2018-12-31 | $16M | 116k | 133.90 |