iShares Russell 2000 Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 7.5k | 176.74 |
| 2023-06-30 | $1.4M | 7.5k | 187.27 |
| 2023-03-31 | $1.3M | 7.5k | 178.40 |
| 2022-12-31 | $1.3M | 7.5k | 174.36 |
| 2022-09-30 | $1.4M | 8.2k | 164.94 |
| 2022-06-30 | $1.6M | 9.6k | 169.37 |
| 2022-03-31 | $2.0M | 9.6k | 205.23 |
| 2021-12-31 | $2.1M | 9.6k | 222.48 |
| 2021-09-30 | $2.1M | 9.7k | 218.80 |
| 2021-06-30 | $2.2M | 9.7k | 229.35 |
| 2021-03-31 | $2.2M | 9.7k | 220.97 |
| 2020-12-31 | $1.9M | 9.7k | 196.04 |
| 2020-09-30 | $1.5M | 9.8k | 149.75 |
| 2020-06-30 | $1.5M | 10k | 143.20 |
| 2020-03-31 | $1.2M | 10k | 114.43 |
| 2019-12-31 | $1.7M | 10k | 165.64 |
| 2019-09-30 | $1.6M | 11k | 151.33 |
| 2019-06-30 | $1.7M | 11k | 155.54 |
| 2019-03-31 | $1.6M | 11k | 153.10 |
| 2018-12-31 | $1.4M | 11k | 133.89 |
| 2018-09-30 | $1.9M | 11k | 168.54 |
| 2018-06-30 | $1.8M | 11k | 163.80 |
| 2018-03-31 | $1.7M | 11k | 151.82 |
| 2017-12-31 | $1.7M | 11k | 152.43 |
| 2017-09-30 | $1.7M | 11k | 148.14 |
| 2017-06-30 | $1.3M | 9.3k | 140.92 |
| 2017-03-31 | $1.3M | 9.4k | 137.50 |
| 2016-12-31 | $1.3M | 9.4k | 134.90 |
| 2016-09-30 | $1.2M | 9.4k | 124.26 |
| 2016-06-30 | $1.1M | 9.4k | 115.00 |
| 2016-03-31 | $1.0M | 9.4k | 110.61 |
| 2015-12-31 | $1.2M | 11k | 112.58 |
| 2015-09-30 | $1.2M | 11k | 109.16 |
| 2015-06-30 | $1.3M | 11k | 124.91 |
| 2015-03-31 | $1.2M | 9.6k | 124.41 |
| 2014-12-31 | $1.1M | 9.6k | 119.63 |
| 2014-09-30 | $1.0M | 9.4k | 109.35 |
| 2014-06-30 | $1.2M | 10k | 118.84 |
| 2014-03-31 | $1.1M | 9.6k | 116.38 |
| 2013-09-30 | $1.1M | 9.9k | 106.64 |
| 2013-06-30 | $892k | 9.2k | 96.96 |
| 2012-06-30 | $325k | 4.1k | 79.46 |
| 2012-03-31 | $330k | 4.0k | 82.91 |