iShares Russell 2000 Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.0k | 241.96 |
| 2025-06-30 | $1.3M | 6.2k | 215.79 |
| 2025-03-31 | $1.5M | 7.4k | 199.49 |
| 2024-12-31 | $1.6M | 7.4k | 220.96 |
| 2024-09-30 | $1.7M | 7.6k | 220.89 |
| 2024-06-30 | $1.1M | 5.3k | 202.89 |
| 2024-03-31 | $1.1M | 5.1k | 210.30 |
| 2023-12-31 | $1.0M | 5.1k | 200.71 |
| 2023-09-30 | $909k | 5.1k | 176.74 |
| 2023-06-30 | $963k | 5.1k | 187.27 |
| 2023-03-31 | $917k | 5.1k | 178.40 |
| 2022-12-31 | $897k | 5.1k | 174.36 |
| 2022-09-30 | $848k | 5.1k | 164.92 |
| 2022-06-30 | $243k | 1.4k | 169.69 |
| 2022-03-31 | $298k | 1.5k | 204.95 |
| 2021-12-31 | $323k | 1.5k | 222.15 |
| 2021-09-30 | $306k | 1.4k | 218.42 |
| 2021-06-30 | $321k | 1.4k | 229.12 |
| 2021-03-31 | $310k | 1.4k | 221.27 |
| 2020-12-31 | $275k | 1.4k | 196.29 |
| 2020-09-30 | $249k | 1.7k | 150.09 |
| 2020-06-30 | $238k | 1.7k | 143.46 |
| 2019-12-31 | $275k | 1.7k | 165.76 |
| 2019-09-30 | $251k | 1.7k | 151.30 |
| 2019-06-30 | $258k | 1.7k | 155.52 |
| 2019-03-31 | $254k | 1.7k | 153.10 |
| 2018-12-31 | $316k | 2.4k | 133.90 |
| 2018-09-30 | $398k | 2.4k | 168.64 |
| 2018-06-30 | $317k | 1.9k | 163.99 |
| 2018-03-31 | $293k | 1.9k | 151.58 |
| 2017-12-31 | $295k | 1.9k | 152.61 |