iShares Russell 2000 Index shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $471k | 2.1k | 220.93 |
| 2024-06-30 | $444k | 2.2k | 202.92 |
| 2024-03-31 | $463k | 2.2k | 210.26 |
| 2023-12-31 | $387k | 1.9k | 200.68 |
| 2023-09-30 | $339k | 1.9k | 176.76 |
| 2023-06-30 | $384k | 2.1k | 187.31 |
| 2023-03-31 | $354k | 2.0k | 178.43 |
| 2022-12-31 | $341k | 2.0k | 174.37 |
| 2022-09-30 | $321k | 1.9k | 164.78 |
| 2022-06-30 | $328k | 1.9k | 168.99 |
| 2022-03-31 | $397k | 1.9k | 204.96 |
| 2021-12-31 | $568k | 2.6k | 222.22 |
| 2021-09-30 | $557k | 2.6k | 218.43 |
| 2021-06-30 | $606k | 2.6k | 229.20 |
| 2021-03-31 | $584k | 2.6k | 221.13 |
| 2020-12-31 | $448k | 2.3k | 196.23 |
| 2020-09-30 | $360k | 2.4k | 149.75 |
| 2020-06-30 | $354k | 2.5k | 141.54 |
| 2020-03-31 | $305k | 2.9k | 106.42 |
| 2019-12-31 | $537k | 3.2k | 165.79 |
| 2019-09-30 | $469k | 3.2k | 148.32 |
| 2019-06-30 | $492k | 3.2k | 155.99 |
| 2019-03-31 | $533k | 533k | 1.00 |
| 2018-12-31 | $454k | 3.4k | 133.69 |