iShares Russell 2000 Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 7.7k | 220.97 |
| 2024-09-30 | $1.7M | 7.8k | 220.90 |
| 2024-06-30 | $1.6M | 7.8k | 202.89 |
| 2024-03-31 | $1.5M | 7.1k | 210.31 |
| 2023-12-31 | $1.4M | 7.0k | 200.70 |
| 2023-09-30 | $1.3M | 7.2k | 176.74 |
| 2023-06-30 | $1.2M | 6.1k | 187.28 |
| 2023-03-31 | $1.1M | 6.0k | 178.39 |
| 2022-12-31 | $1.0M | 6.0k | 174.37 |
| 2022-09-30 | $1.3M | 5.8k | 222.43 |
| 2022-06-30 | $1.3M | 5.8k | 222.43 |
| 2022-03-31 | $1.3M | 5.8k | 222.43 |
| 2021-12-31 | $1.3M | 5.8k | 222.43 |
| 2021-09-30 | $1.4M | 6.0k | 227.42 |
| 2021-06-30 | $1.4M | 6.3k | 229.33 |
| 2021-03-31 | $1.4M | 6.3k | 220.88 |
| 2020-12-31 | $1.5M | 7.2k | 210.78 |
| 2020-09-30 | $930k | 6.2k | 149.73 |
| 2020-06-30 | $999k | 7.0k | 143.25 |
| 2020-03-31 | $809k | 7.1k | 114.48 |
| 2019-12-31 | $1.2M | 7.1k | 165.70 |
| 2019-09-30 | $1.0M | 6.6k | 151.36 |
| 2019-06-30 | $987k | 6.3k | 155.46 |
| 2019-03-31 | $804k | 5.3k | 153.11 |
| 2018-12-31 | $721k | 5.4k | 133.82 |
| 2018-09-30 | $827k | 4.9k | 168.64 |
| 2018-06-30 | $1.1M | 7.0k | 163.77 |
| 2018-03-31 | $1.1M | 7.2k | 151.81 |
| 2017-12-31 | $774k | 5.1k | 152.39 |
| 2017-09-30 | $778k | 5.2k | 148.25 |
| 2017-06-30 | $758k | 5.4k | 141.00 |
| 2017-03-31 | $723k | 5.3k | 137.48 |
| 2016-12-31 | $735k | 5.4k | 134.91 |
| 2016-09-30 | $749k | 6.0k | 124.15 |
| 2016-06-30 | $606k | 5.3k | 115.06 |
| 2016-03-31 | $688k | 6.2k | 110.58 |
| 2015-12-31 | $705k | 6.3k | 112.60 |
| 2015-09-30 | $682k | 6.2k | 109.22 |
| 2015-06-30 | $808k | 6.5k | 124.81 |
| 2015-03-31 | $899k | 7.2k | 124.41 |
| 2014-12-31 | $775k | 6.5k | 119.62 |