iShares Russell 2000 Index shares owned by James Investment Research
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 35k | 220.89 |
| 2024-06-30 | $6.9M | 34k | 202.89 |
| 2024-03-31 | $8.2M | 39k | 210.30 |
| 2023-12-31 | $7.7M | 38k | 200.71 |
| 2023-09-30 | $5.7M | 32k | 176.74 |
| 2023-06-30 | $5.8M | 31k | 187.27 |
| 2023-03-31 | $5.6M | 32k | 178.40 |
| 2022-12-31 | $5.5M | 32k | 174.36 |
| 2022-09-30 | $7.7M | 47k | 164.92 |
| 2022-06-30 | $8.5M | 50k | 169.37 |
| 2022-03-31 | $12M | 58k | 205.27 |
| 2021-12-31 | $19M | 84k | 222.44 |
| 2021-09-30 | $19M | 86k | 218.75 |
| 2021-06-30 | $21M | 92k | 229.37 |
| 2021-03-31 | $20M | 92k | 220.94 |
| 2020-12-31 | $18M | 90k | 196.06 |
| 2020-09-30 | $14M | 91k | 149.79 |
| 2020-06-30 | $14M | 99k | 143.19 |
| 2020-03-31 | $7.0M | 62k | 114.50 |
| 2019-12-31 | $9.4M | 57k | 165.66 |
| 2019-09-30 | $1.7M | 11k | 151.31 |
| 2019-06-30 | $1.5M | 9.9k | 155.49 |
| 2019-03-31 | $1.7M | 11k | 153.07 |
| 2018-12-31 | $8.7M | 65k | 133.91 |
| 2018-09-30 | $18M | 109k | 168.62 |
| 2018-06-30 | $19M | 113k | 163.87 |
| 2018-03-31 | $18M | 115k | 152.10 |
| 2017-12-31 | $750k | 4.9k | 152.50 |
| 2017-09-30 | $912k | 6.2k | 148.20 |
| 2017-06-30 | $1.0M | 7.4k | 140.87 |
| 2017-03-31 | $5.2M | 38k | 137.47 |
| 2016-12-31 | $15M | 109k | 134.85 |
| 2016-09-30 | $7.1M | 57k | 124.22 |
| 2016-06-30 | $1.3M | 11k | 114.98 |
| 2016-03-31 | $4.5M | 41k | 110.64 |
| 2015-12-31 | $113k | 1.0k | 113.00 |
| 2015-09-30 | $35M | 324k | 109.00 |
| 2015-06-30 | $40M | 319k | 124.55 |
| 2015-03-31 | $38M | 306k | 124.00 |
| 2014-12-31 | $34M | 282k | 120.00 |
| 2014-09-30 | $14M | 131k | 109.09 |
| 2014-06-30 | $119k | 1.0k | 119.00 |
| 2014-03-31 | $116k | 1.0k | 116.00 |
| 2013-12-31 | $140k | 1.2k | 115.51 |
| 2013-09-30 | $129k | 1.2k | 106.44 |
| 2013-06-30 | $97k | 1.0k | 97.00 |
| 2013-03-31 | $94k | 1.0k | 94.00 |
| 2012-12-31 | $211k | 2.5k | 84.40 |
| 2012-09-30 | $225k | 2.7k | 83.33 |
| 2012-06-30 | $225k | 2.8k | 79.65 |
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