iShares Russell 2000 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 3.7k | 242.02 |
| 2025-06-30 | $790k | 3.7k | 215.85 |
| 2025-03-31 | $747k | 3.7k | 199.36 |
| 2024-12-31 | $827k | 3.7k | 221.06 |
| 2024-09-30 | $825k | 3.7k | 221.00 |
| 2024-06-30 | $903k | 4.4k | 202.97 |
| 2024-03-31 | $782k | 3.7k | 210.38 |
| 2023-12-31 | $770k | 3.8k | 200.73 |
| 2023-09-30 | $692k | 3.9k | 176.71 |
| 2023-06-30 | $718k | 3.8k | 187.27 |
| 2023-03-31 | $756k | 4.2k | 178.39 |
| 2022-12-31 | $496k | 2.8k | 174.28 |
| 2022-09-30 | $536k | 3.2k | 165.02 |
| 2022-06-30 | $550k | 3.2k | 169.34 |
| 2022-03-31 | $665k | 3.2k | 205.18 |
| 2021-12-31 | $720k | 3.2k | 222.50 |
| 2021-09-30 | $812k | 3.7k | 218.81 |
| 2021-06-30 | $873k | 3.8k | 229.31 |
| 2021-03-31 | $818k | 3.7k | 221.08 |
| 2020-12-31 | $797k | 4.1k | 196.02 |
| 2020-09-30 | $605k | 4.0k | 149.79 |
| 2020-06-30 | $586k | 4.1k | 143.14 |
| 2020-03-31 | $497k | 4.3k | 114.38 |
| 2019-12-31 | $683k | 4.1k | 165.66 |
| 2019-09-30 | $875k | 5.8k | 151.38 |
| 2019-06-30 | $980k | 6.3k | 155.43 |
| 2019-03-31 | $960k | 6.3k | 153.04 |
| 2018-12-31 | $829k | 6.2k | 133.84 |
| 2018-09-30 | $1.1M | 6.8k | 168.48 |
| 2018-06-30 | $1.2M | 7.2k | 163.71 |
| 2018-03-31 | $1.1M | 7.4k | 151.74 |
| 2017-12-31 | $1.1M | 7.4k | 152.39 |
| 2017-09-30 | $1.1M | 7.5k | 148.13 |
| 2017-06-30 | $1.1M | 7.5k | 140.89 |
| 2017-03-31 | $1.1M | 8.0k | 137.18 |
| 2016-12-31 | $1.3M | 9.6k | 134.82 |
| 2016-09-30 | $1.2M | 9.8k | 124.17 |
| 2016-06-30 | $1.9M | 16k | 114.97 |
| 2016-03-31 | $2.4M | 21k | 110.62 |
| 2015-12-31 | $2.7M | 25k | 107.31 |
| 2015-09-30 | $2.7M | 25k | 109.17 |
| 2015-06-30 | $3.7M | 29k | 124.83 |
| 2015-03-31 | $3.7M | 29k | 124.37 |
| 2014-12-31 | $217k | 1.8k | 119.56 |
| 2014-09-30 | $3.4M | 31k | 109.36 |
| 2014-06-30 | $200k | 1.7k | 118.76 |
| 2014-03-31 | $81k | 699 | 115.88 |
| 2013-12-31 | $95k | 828 | 114.73 |
| 2013-09-30 | $79k | 819 | 96.46 |
| 2013-06-30 | $79k | 819 | 96.46 |