iShares Russell 2000 Index shares owned by GenTrust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by GenTrust
from 13F filings
Historical chart of GenTrust investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by GenTrust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by GenTrust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $883k | 4.2k | 210.28 |
2023-12-31 | $720k | 3.6k | 200.73 |
2023-09-30 | $637k | 3.6k | 177.58 |
2023-06-30 | $700k | 3.7k | 187.25 |
2023-03-31 | $666k | 3.7k | 178.41 |
2022-12-31 | $651k | 3.7k | 174.35 |
2022-09-30 | $726k | 4.4k | 164.96 |
2022-06-30 | $711k | 4.2k | 169.25 |
2022-03-31 | $842k | 4.1k | 205.32 |
2021-12-31 | $846k | 4.2k | 203.37 |
2021-09-30 | $1.0M | 4.8k | 218.79 |
2021-06-30 | $954k | 4.2k | 229.33 |
2021-03-31 | $882k | 4.2k | 212.07 |
2020-12-31 | $798k | 4.1k | 196.17 |
2020-09-30 | $859k | 5.7k | 149.86 |
2020-06-30 | $784k | 5.5k | 143.14 |
2020-03-31 | $2.0M | 17k | 114.55 |
2019-12-31 | $6.9M | 42k | 165.67 |
2019-09-30 | $6.4M | 42k | 151.37 |
2019-06-30 | $6.5M | 42k | 155.49 |
2019-03-31 | $6.1M | 40k | 153.10 |
2018-12-31 | $5.2M | 39k | 133.89 |
2018-09-30 | $6.8M | 40k | 168.99 |
2018-06-30 | $7.4M | 45k | 163.76 |
2018-03-31 | $8.0M | 53k | 151.83 |
2017-12-31 | $7.3M | 48k | 152.47 |
2017-09-30 | $5.8M | 39k | 148.18 |
2017-06-30 | $5.7M | 41k | 140.93 |
2017-03-31 | $11M | 81k | 137.47 |
2016-12-31 | $12M | 88k | 134.85 |