iShares Russell 2000 Index shares owned by Edgestream Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Edgestream Partners
from 13F filings
Historical chart of Edgestream Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Edgestream Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 3.8k | 241.96 |
| 2025-06-30 | $572k | 2.7k | 215.79 |
| 2025-03-31 | $535k | 2.7k | 199.49 |
| 2024-12-31 | $598k | 2.7k | 220.96 |
| 2024-09-30 | $334k | 1.5k | 220.89 |
| 2023-12-31 | $1.2M | 5.9k | 200.71 |
| 2023-09-30 | $1.7M | 9.7k | 176.69 |
| 2023-06-30 | $534k | 2.8k | 187.27 |
| 2023-03-31 | $1.2M | 6.6k | 178.40 |
| 2022-12-31 | $1.8M | 11k | 174.36 |
| 2022-09-30 | $635k | 3.9k | 164.85 |
| 2022-06-30 | $956k | 5.6k | 169.41 |
| 2022-03-31 | $2.5M | 12k | 205.29 |
| 2021-12-31 | $7.6M | 34k | 222.45 |
| 2021-09-30 | $3.9M | 18k | 218.74 |
| 2021-06-30 | $6.5M | 28k | 229.36 |
| 2021-03-31 | $3.3M | 15k | 220.91 |
| 2020-12-31 | $2.1M | 11k | 196.10 |
| 2020-09-30 | $15M | 102k | 149.79 |
| 2019-12-31 | $983k | 5.9k | 165.68 |
| 2019-09-30 | $797k | 5.3k | 151.41 |
| 2019-06-30 | $903k | 5.8k | 155.48 |
| 2018-12-31 | $503k | 3.8k | 133.95 |
| 2018-09-30 | $715k | 4.2k | 168.55 |
| 2017-06-30 | $400k | 2.8k | 141.04 |
| 2017-03-31 | $316k | 2.3k | 137.69 |
| 2016-09-30 | $344k | 2.8k | 124.32 |
| 2015-06-30 | $250k | 2.0k | 124.81 |
| 2014-12-31 | $945k | 7.9k | 119.67 |
| 2014-09-30 | $3.7M | 34k | 109.34 |
| 2014-06-30 | $3.6M | 30k | 118.82 |