iShares Russell 2000 Index shares owned by Fundamentun
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Fundamentun consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $809k | 3.3k | 241.97 |
| 2025-06-30 | $721k | 3.3k | 215.83 |
| 2025-03-31 | $740k | 3.7k | 199.52 |
| 2024-12-31 | $792k | 3.6k | 221.00 |
| 2024-09-30 | $931k | 4.2k | 220.92 |
| 2024-06-30 | $888k | 4.4k | 202.90 |
| 2024-03-31 | $917k | 4.4k | 210.31 |
| 2023-12-31 | $1.1M | 5.3k | 200.74 |
| 2023-09-30 | $1.0M | 5.8k | 176.75 |
| 2023-06-30 | $1.1M | 5.8k | 187.28 |
| 2023-03-31 | $1.4M | 7.7k | 178.40 |
| 2022-12-31 | $1.4M | 8.0k | 174.38 |
| 2022-09-30 | $2.5M | 15k | 164.92 |
| 2022-06-30 | $2.6M | 15k | 169.39 |
| 2022-03-31 | $4.1M | 20k | 205.27 |
| 2021-12-31 | $4.8M | 22k | 222.47 |
| 2021-09-30 | $5.0M | 23k | 218.73 |
| 2021-06-30 | $265k | 1.2k | 229.44 |
| 2021-03-31 | $594k | 2.7k | 220.90 |