iShares Russell 2000 Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 14k | 241.96 |
| 2025-06-30 | $3.0M | 14k | 215.79 |
| 2025-03-31 | $3.1M | 16k | 199.49 |
| 2024-12-31 | $3.4M | 15k | 220.97 |
| 2024-09-30 | $3.4M | 15k | 220.89 |
| 2024-06-30 | $3.0M | 15k | 202.89 |
| 2024-03-31 | $3.0M | 14k | 210.30 |
| 2023-12-31 | $2.7M | 13k | 200.71 |
| 2023-09-30 | $2.1M | 12k | 176.74 |
| 2023-06-30 | $2.2M | 12k | 187.28 |
| 2023-03-31 | $2.0M | 12k | 178.40 |
| 2022-12-31 | $2.0M | 12k | 174.36 |
| 2022-09-30 | $1.2M | 7.0k | 164.88 |
| 2022-06-30 | $764k | 4.5k | 169.33 |
| 2022-03-31 | $467k | 2.4k | 197.80 |
| 2021-12-31 | $525k | 2.4k | 222.65 |
| 2021-09-30 | $513k | 2.3k | 218.58 |
| 2021-06-30 | $553k | 2.4k | 229.37 |
| 2021-03-31 | $211k | 955 | 220.94 |
| 2016-12-31 | $85k | 630 | 134.92 |
| 2016-09-30 | $78k | 630 | 123.81 |
| 2016-06-30 | $38k | 330 | 115.15 |
| 2016-03-31 | $37k | 330 | 112.12 |
| 2015-12-31 | $1.0k | 10 | 100.00 |
| 2015-09-30 | $1.0k | 10 | 100.00 |
| 2015-06-30 | $1.0k | 10 | 100.00 |
| 2015-03-31 | $1.0k | 10 | 100.00 |
| 2014-12-31 | $1.0k | 10 | 100.00 |
| 2014-09-30 | $1.0k | 10 | 100.00 |
| 2014-06-30 | $1.0k | 10 | 100.00 |
| 2014-03-31 | $1.0k | 10 | 100.00 |