iShares Russell 2000 Index shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $260k | 934 | 277.89 |
| 2024-06-30 | $574k | 2.8k | 202.88 |
| 2024-03-31 | $139k | 663 | 210.30 |
| 2023-12-31 | $135k | 670 | 200.71 |
| 2023-09-30 | $114k | 645 | 176.74 |
| 2023-06-30 | $164k | 875 | 187.27 |
| 2023-03-31 | $6.1k | 34 | 178.41 |
| 2022-12-31 | $14k | 80 | 174.36 |
| 2022-09-30 | $6.0k | 37 | 162.16 |
| 2022-06-30 | $5.0k | 32 | 156.25 |
| 2022-03-31 | $38k | 186 | 204.30 |
| 2021-12-31 | $43k | 194 | 221.65 |
| 2021-09-30 | $10k | 44 | 227.27 |
| 2021-06-30 | $10k | 44 | 227.27 |
| 2021-03-31 | $176k | 796 | 221.11 |
| 2020-12-31 | $110k | 732 | 150.27 |
| 2020-09-30 | $110k | 732 | 150.27 |
| 2020-06-30 | $106k | 743 | 142.66 |
| 2020-03-31 | $85k | 743 | 114.40 |
| 2019-12-31 | $123k | 743 | 165.55 |
| 2019-09-30 | $120k | 791 | 151.71 |
| 2019-06-30 | $116k | 743 | 156.12 |
| 2019-03-31 | $114k | 743 | 153.43 |
| 2018-12-31 | $108k | 805 | 134.16 |
| 2018-09-30 | $3.0M | 27k | 110.62 |
| 2018-06-30 | $128k | 782 | 163.68 |
| 2018-03-31 | $114k | 754 | 151.19 |
| 2017-12-31 | $117k | 767 | 152.54 |
| 2017-06-30 | $169k | 1.2k | 140.83 |
| 2017-03-31 | $167k | 1.2k | 137.45 |
| 2016-12-31 | $164k | 1.2k | 134.98 |
| 2016-09-30 | $2.0M | 16k | 124.19 |
| 2016-06-30 | $2.1M | 18k | 115.00 |
| 2016-03-31 | $2.2M | 20k | 110.63 |
| 2015-12-31 | $2.8M | 25k | 112.63 |
| 2015-09-30 | $2.9M | 26k | 109.20 |
| 2015-06-30 | $3.9M | 31k | 124.86 |
| 2015-03-31 | $4.3M | 35k | 124.38 |
| 2014-12-31 | $4.9M | 41k | 119.62 |
| 2014-09-30 | $4.0M | 37k | 109.34 |
| 2014-06-30 | $0 | 42k | 0.00 |
| 2014-03-31 | $5.4M | 47k | 116.35 |
| 2013-12-31 | $5.9M | 52k | 115.36 |
| 2013-09-30 | $6.1M | 58k | 106.61 |
| 2013-06-30 | $6.4M | 66k | 97.00 |