iShares Russell 2000 Index shares owned by FormulaFolio Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by FormulaFolio Investments
from 13F filings
Historical chart of FormulaFolio Investments investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by FormulaFolio Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by FormulaFolio Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $38k | 167 | 227.54 |
| 2021-03-31 | $37k | 167 | 221.56 |
| 2020-12-31 | $9.8M | 50k | 196.06 |
| 2020-09-30 | $577k | 3.9k | 149.83 |
| 2020-06-30 | $572k | 4.0k | 143.11 |
| 2020-03-31 | $919k | 8.0k | 114.50 |
| 2019-12-31 | $1.5M | 8.9k | 165.67 |
| 2019-09-30 | $1.6M | 11k | 151.33 |
| 2019-06-30 | $1.7M | 11k | 155.50 |
| 2019-03-31 | $1.5M | 9.8k | 153.09 |
| 2018-12-31 | $1.6M | 9.4k | 168.55 |
| 2018-09-30 | $1.6M | 9.4k | 168.55 |
| 2018-06-30 | $1.8M | 11k | 163.78 |
| 2018-03-31 | $1.9M | 12k | 151.86 |
| 2017-12-31 | $1.2M | 8.2k | 152.50 |
| 2017-09-30 | $1.1M | 7.3k | 148.13 |
| 2017-06-30 | $784k | 5.6k | 140.91 |
| 2017-03-31 | $459k | 3.3k | 137.47 |