iShares Russell 2000 Index shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $446k | 2.0k | 220.96 |
| 2024-09-30 | $448k | 2.0k | 220.80 |
| 2024-06-30 | $408k | 2.0k | 202.88 |
| 2024-03-31 | $420k | 2.0k | 210.42 |
| 2023-12-31 | $909k | 4.5k | 200.75 |
| 2023-09-30 | $885k | 5.0k | 176.72 |
| 2023-06-30 | $938k | 5.0k | 187.30 |
| 2023-03-31 | $896k | 5.0k | 178.49 |
| 2022-12-31 | $922k | 5.3k | 174.29 |
| 2022-09-30 | $874k | 5.3k | 164.94 |
| 2022-06-30 | $891k | 5.3k | 169.33 |
| 2022-03-31 | $1.1M | 5.3k | 205.36 |
| 2021-12-31 | $1.2M | 5.6k | 222.52 |
| 2021-09-30 | $1.4M | 6.5k | 218.75 |
| 2021-06-30 | $1.6M | 6.9k | 229.43 |
| 2021-03-31 | $1.5M | 6.9k | 220.97 |
| 2020-12-31 | $837k | 4.3k | 196.06 |
| 2020-09-30 | $448k | 3.0k | 149.88 |
| 2020-06-30 | $418k | 2.9k | 143.30 |
| 2020-03-31 | $291k | 2.5k | 114.48 |
| 2019-12-31 | $421k | 2.5k | 165.62 |
| 2019-09-30 | $407k | 2.7k | 151.19 |
| 2019-06-30 | $421k | 2.7k | 155.58 |
| 2019-03-31 | $412k | 2.7k | 152.93 |
| 2018-12-31 | $343k | 2.6k | 133.83 |
| 2018-09-30 | $429k | 2.5k | 168.37 |
| 2018-06-30 | $390k | 2.4k | 163.66 |
| 2018-03-31 | $357k | 2.4k | 151.79 |
| 2017-12-31 | $359k | 2.4k | 152.64 |
| 2017-09-30 | $350k | 2.4k | 148.18 |
| 2017-06-30 | $324k | 2.3k | 141.05 |
| 2017-03-31 | $329k | 2.4k | 137.54 |
| 2016-12-31 | $322k | 2.4k | 135.01 |
| 2016-09-30 | $332k | 2.7k | 124.34 |
| 2016-06-30 | $307k | 2.7k | 114.98 |
| 2016-03-31 | $280k | 2.5k | 110.45 |
| 2015-12-31 | $281k | 2.5k | 112.54 |
| 2015-09-30 | $260k | 2.4k | 109.24 |
| 2015-06-30 | $297k | 2.4k | 124.79 |
| 2015-03-31 | $292k | 2.3k | 124.52 |
| 2014-12-31 | $296k | 2.5k | 119.60 |
| 2014-09-30 | $299k | 2.7k | 109.32 |
| 2014-06-30 | $334k | 2.8k | 118.86 |
| 2014-03-31 | $434k | 3.7k | 116.23 |
| 2013-12-31 | $605k | 5.2k | 115.28 |
| 2013-09-30 | $536k | 5.0k | 106.60 |
| 2013-06-30 | $496k | 5.1k | 97.01 |
| 2013-03-31 | $469k | 5.0k | 94.40 |
| 2012-12-31 | $378k | 4.5k | 84.30 |
| 2012-09-30 | $458k | 5.5k | 83.36 |
| 2012-06-30 | $416k | 5.2k | 79.50 |
| 2012-03-31 | $382k | 4.6k | 82.88 |
| 2011-12-31 | $265k | 3.6k | 73.63 |
| 2011-09-30 | $218k | 3.4k | 64.33 |
| 2011-06-30 | $284k | 3.4k | 82.70 |
| 2011-03-31 | $319k | 3.8k | 84.19 |
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