iShares Russell 2000 Index shares owned by Financeware
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 1.1k | 241.96 |
| 2025-06-30 | $248k | 1.2k | 215.79 |
| 2025-03-31 | $230k | 1.2k | 199.49 |
| 2024-12-31 | $755k | 3.4k | 220.96 |
| 2024-09-30 | $245k | 1.1k | 220.89 |
| 2024-06-30 | $226k | 1.1k | 202.89 |
| 2024-03-31 | $234k | 1.1k | 210.30 |
| 2023-12-31 | $307k | 1.5k | 200.71 |
| 2023-09-30 | $284k | 1.6k | 176.79 |
| 2023-06-30 | $488k | 2.6k | 187.27 |
| 2023-03-31 | $435k | 2.4k | 178.40 |
| 2022-12-31 | $310k | 1.8k | 174.36 |
| 2022-09-30 | $293k | 1.8k | 164.70 |
| 2022-06-30 | $301k | 1.8k | 169.20 |
| 2022-03-31 | $365k | 1.8k | 205.17 |
| 2021-12-31 | $680k | 3.1k | 222.51 |
| 2021-09-30 | $669k | 3.1k | 218.63 |
| 2021-06-30 | $749k | 3.3k | 229.33 |
| 2021-03-31 | $865k | 3.9k | 221.00 |
| 2020-12-31 | $779k | 4.0k | 195.97 |
| 2020-09-30 | $621k | 4.1k | 149.78 |
| 2020-06-30 | $594k | 4.1k | 143.27 |
| 2020-03-31 | $508k | 4.4k | 114.36 |
| 2019-12-31 | $595k | 3.6k | 165.55 |
| 2019-09-30 | $557k | 3.7k | 151.32 |
| 2019-06-30 | $578k | 3.7k | 155.54 |
| 2019-03-31 | $615k | 4.0k | 153.10 |
| 2018-12-31 | $853k | 6.4k | 133.87 |
| 2018-09-30 | $962k | 5.7k | 168.59 |
| 2018-06-30 | $926k | 5.7k | 163.81 |
| 2018-03-31 | $842k | 5.5k | 151.79 |
| 2017-12-31 | $939k | 6.2k | 152.39 |
| 2017-09-30 | $964k | 6.5k | 148.13 |
| 2017-06-30 | $936k | 6.6k | 140.90 |
| 2017-03-31 | $890k | 6.5k | 137.54 |
| 2016-12-31 | $874k | 6.5k | 134.86 |
| 2016-09-30 | $976k | 7.9k | 124.25 |
| 2016-06-30 | $890k | 7.7k | 114.93 |
| 2016-03-31 | $817k | 7.4k | 110.64 |
| 2015-12-31 | $832k | 7.4k | 112.57 |
| 2015-09-30 | $777k | 7.1k | 109.27 |
| 2015-06-30 | $884k | 7.1k | 124.86 |
| 2015-03-31 | $1.2M | 9.8k | 124.35 |
| 2014-12-31 | $753k | 6.3k | 119.60 |
| 2014-09-30 | $684k | 6.3k | 109.41 |
| 2014-06-30 | $743k | 6.3k | 118.84 |
| 2014-03-31 | $791k | 6.8k | 116.34 |
| 2013-12-31 | $855k | 7.4k | 115.32 |
| 2013-09-30 | $820k | 7.7k | 106.65 |
| 2013-06-30 | $729k | 7.5k | 97.02 |