iShares Russell 2000 Index shares owned by Monarch Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Monarch Capital Management
from 13F filings
Historical chart of Monarch Capital Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Monarch Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Monarch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 984 | 241.96 |
| 2025-06-30 | $206k | 954 | 215.79 |
| 2024-12-31 | $211k | 954 | 220.96 |
| 2024-09-30 | $211k | 954 | 220.89 |
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