iShares Russell 2000 Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $998k | 4.1k | 241.95 |
| 2025-06-30 | $838k | 3.9k | 215.76 |
| 2025-03-31 | $635k | 3.2k | 199.50 |
| 2024-12-31 | $628k | 2.8k | 220.95 |
| 2024-09-30 | $559k | 2.5k | 220.86 |
| 2024-06-30 | $481k | 2.4k | 202.93 |
| 2024-03-31 | $452k | 2.2k | 210.32 |
| 2023-12-31 | $402k | 2.0k | 200.71 |
| 2023-09-30 | $275k | 1.6k | 176.73 |
| 2023-06-30 | $265k | 1.4k | 187.26 |
| 2023-03-31 | $124k | 695 | 178.28 |
| 2022-12-31 | $48k | 275 | 174.36 |