iShares Russell 2000 Index shares owned by EFG Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.3k | 241.94 |
| 2025-06-30 | $1.2M | 5.6k | 215.80 |
| 2025-03-31 | $1.1M | 5.5k | 199.49 |
| 2024-12-31 | $1.2M | 5.5k | 220.96 |
| 2024-09-30 | $1.2M | 5.5k | 220.89 |
| 2024-06-30 | $20M | 100k | 202.89 |
| 2024-03-31 | $17M | 81k | 210.30 |
| 2023-12-31 | $23M | 113k | 200.71 |
| 2023-09-30 | $16M | 89k | 176.74 |
| 2023-06-30 | $16M | 84k | 187.27 |
| 2023-03-31 | $15M | 86k | 178.40 |
| 2022-12-31 | $15M | 88k | 174.36 |
| 2022-09-30 | $14M | 86k | 165.80 |
| 2022-06-30 | $15M | 89k | 170.04 |
| 2022-03-31 | $18M | 89k | 205.93 |
| 2021-12-31 | $18M | 82k | 223.29 |
| 2021-09-30 | $18M | 81k | 219.59 |
| 2021-06-30 | $9.9M | 43k | 229.43 |
| 2021-03-31 | $9.8M | 44k | 221.18 |
| 2020-12-31 | $9.6M | 49k | 196.28 |
| 2020-09-30 | $8.0M | 53k | 150.00 |
| 2020-06-30 | $8.1M | 57k | 143.40 |
| 2020-03-31 | $6.5M | 56k | 114.67 |
| 2019-12-31 | $9.8M | 59k | 165.85 |
| 2019-09-30 | $9.0M | 60k | 151.53 |
| 2019-06-30 | $9.8M | 63k | 155.67 |
| 2019-03-31 | $10M | 66k | 153.25 |
| 2018-12-31 | $9.2M | 69k | 134.05 |
| 2018-09-30 | $12M | 71k | 168.66 |
| 2018-06-30 | $12M | 72k | 163.89 |
| 2018-03-31 | $9.5M | 63k | 151.94 |
| 2017-12-31 | $11M | 72k | 152.60 |
| 2017-09-30 | $7.7M | 52k | 148.26 |
| 2017-06-30 | $5.3M | 37k | 141.27 |
| 2017-03-31 | $5.7M | 42k | 137.50 |
| 2016-12-31 | $7.0M | 52k | 134.80 |
| 2016-09-30 | $9.0M | 73k | 123.90 |
| 2016-06-30 | $9.2M | 80k | 115.00 |
| 2016-03-31 | $11M | 99k | 110.45 |
| 2015-12-31 | $12M | 111k | 107.20 |
| 2015-09-30 | $14M | 124k | 109.24 |
| 2015-06-30 | $17M | 138k | 123.97 |
| 2015-03-31 | $15M | 124k | 124.37 |
| 2014-12-31 | $17M | 144k | 118.69 |
| 2014-09-30 | $14M | 130k | 109.48 |
| 2014-06-30 | $16M | 134k | 118.82 |
| 2014-03-31 | $17M | 148k | 116.34 |
| 2013-12-31 | $16M | 140k | 115.35 |