iShares Russell 2000 Index shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Lee, Danner & Bass consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $723k | 3.0k | 241.96 |
| 2025-06-30 | $589k | 2.7k | 215.79 |
| 2025-03-31 | $544k | 2.7k | 199.49 |
| 2024-12-31 | $569k | 2.6k | 220.96 |
| 2024-09-30 | $371k | 1.7k | 221.10 |
| 2024-06-30 | $341k | 1.7k | 202.98 |
| 2023-12-31 | $335k | 1.7k | 200.96 |
| 2023-09-30 | $297k | 1.7k | 176.58 |
| 2023-06-30 | $315k | 1.7k | 187.28 |
| 2023-03-31 | $300k | 1.7k | 178.36 |
| 2022-12-31 | $293k | 1.7k | 174.20 |
| 2022-09-30 | $277k | 1.7k | 164.68 |
| 2022-06-30 | $292k | 1.7k | 169.08 |
| 2022-03-31 | $303k | 1.5k | 205.01 |
| 2021-12-31 | $289k | 1.3k | 222.48 |
| 2021-09-30 | $284k | 1.3k | 218.63 |
| 2021-06-30 | $298k | 1.3k | 229.41 |
| 2021-03-31 | $254k | 1.1k | 221.06 |
| 2020-12-31 | $225k | 1.1k | 195.82 |
| 2017-12-31 | $282k | 1.8k | 152.51 |
| 2014-06-30 | $238k | 2.0k | 119.00 |
| 2014-03-31 | $239k | 2.1k | 116.42 |
| 2013-12-31 | $231k | 2.0k | 115.50 |
| 2013-09-30 | $213k | 2.0k | 106.50 |