iShares Russell 2000 Index shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $9.5M | 54k | 176.74 |
| 2023-06-30 | $10M | 54k | 187.27 |
| 2023-03-31 | $12M | 67k | 178.40 |
| 2022-12-31 | $15M | 86k | 174.36 |
| 2022-09-30 | $15M | 91k | 164.92 |
| 2022-06-30 | $15M | 90k | 169.37 |
| 2022-03-31 | $18M | 89k | 205.28 |
| 2021-12-31 | $19M | 87k | 222.45 |
| 2021-09-30 | $19M | 86k | 218.75 |
| 2021-06-30 | $17M | 76k | 229.37 |
| 2021-03-31 | $16M | 71k | 220.94 |
| 2020-12-31 | $13M | 65k | 196.06 |
| 2020-09-30 | $8.9M | 60k | 149.80 |
| 2020-06-30 | $8.5M | 59k | 143.18 |
| 2020-03-31 | $6.5M | 56k | 114.45 |
| 2019-12-31 | $9.2M | 56k | 165.68 |
| 2019-09-30 | $8.4M | 55k | 151.34 |
| 2019-06-30 | $7.9M | 51k | 155.49 |
| 2019-03-31 | $7.2M | 47k | 153.10 |
| 2018-12-31 | $6.3M | 47k | 133.90 |
| 2018-09-30 | $5.2M | 31k | 168.54 |
| 2018-06-30 | $5.0M | 30k | 163.76 |
| 2018-03-31 | $4.2M | 28k | 148.14 |
| 2017-12-31 | $4.3M | 28k | 155.03 |
| 2017-09-30 | $224k | 1.5k | 149.63 |
| 2017-06-30 | $88k | 630 | 139.68 |
| 2017-03-31 | $82k | 610 | 134.43 |
| 2016-09-30 | $69k | 560 | 123.21 |
| 2016-06-30 | $52k | 460 | 113.04 |