iShares Russell 2000 Index shares owned by Mount Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Mount Capital
from 13F filings
Historical chart of Mount Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Mount Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Mount Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 23k | 241.96 |
| 2025-06-30 | $5.0M | 23k | 215.79 |
| 2025-03-31 | $4.6M | 23k | 199.49 |
| 2024-12-31 | $5.1M | 23k | 220.96 |
| 2024-09-30 | $5.1M | 23k | 220.33 |
| 2024-06-30 | $4.7M | 23k | 202.89 |
| 2024-03-31 | $4.9M | 23k | 210.30 |
| 2023-09-30 | $4.1M | 23k | 176.74 |
| 2023-06-30 | $14M | 74k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.43 |
| 2022-12-31 | $5.2M | 30k | 174.37 |
| 2022-09-30 | $8.2M | 50k | 164.91 |
| 2022-06-30 | $7.0M | 41k | 169.36 |