iShares Russell 2000 Index shares owned by JSF Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by JSF Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $983k | 4.5k | 220.94 |
| 2024-09-30 | $991k | 4.5k | 220.87 |
| 2024-06-30 | $940k | 4.6k | 202.87 |
| 2024-03-31 | $1.0M | 5.0k | 210.28 |
| 2023-09-30 | $946k | 5.4k | 176.75 |
| 2023-06-30 | $1.1M | 5.7k | 187.25 |
| 2023-03-31 | $1.0M | 5.7k | 178.41 |
| 2022-12-31 | $1.1M | 6.5k | 174.37 |
| 2022-09-30 | $1.2M | 7.1k | 164.89 |
| 2022-06-30 | $1.2M | 7.2k | 169.36 |
| 2022-03-31 | $1.6M | 7.6k | 205.24 |
| 2021-12-31 | $18M | 79k | 222.45 |
| 2021-09-30 | $1.9M | 8.6k | 218.70 |
| 2021-06-30 | $1.9M | 8.4k | 229.40 |
| 2021-03-31 | $1.9M | 8.6k | 220.93 |
| 2020-12-31 | $1.7M | 8.6k | 196.09 |
| 2020-09-30 | $1.4M | 9.2k | 149.83 |
| 2020-06-30 | $1.3M | 8.9k | 143.15 |
| 2020-03-31 | $1.2M | 11k | 114.44 |
| 2019-12-31 | $2.0M | 12k | 165.71 |
| 2019-09-30 | $1.9M | 12k | 151.34 |
| 2019-06-30 | $2.2M | 14k | 155.51 |
| 2019-03-31 | $2.1M | 14k | 153.12 |
| 2018-12-31 | $1.9M | 14k | 133.87 |