iShares Russell 2000 Index shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.7k | 220.87 |
| 2024-06-30 | $976k | 4.8k | 202.89 |
| 2024-03-31 | $1.0M | 4.8k | 210.30 |
| 2023-12-31 | $931k | 4.6k | 200.73 |
| 2023-09-30 | $839k | 4.7k | 177.56 |
| 2023-06-30 | $934k | 5.0k | 187.26 |
| 2023-03-31 | $901k | 5.0k | 178.40 |
| 2022-12-31 | $804k | 4.6k | 174.36 |
| 2022-09-30 | $735k | 4.5k | 165.02 |
| 2022-06-30 | $727k | 4.3k | 169.31 |
| 2022-03-31 | $812k | 4.0k | 205.26 |
| 2021-12-31 | $765k | 3.4k | 222.32 |
| 2021-09-30 | $786k | 3.6k | 218.88 |
| 2021-06-30 | $698k | 3.0k | 229.53 |
| 2021-03-31 | $672k | 3.0k | 220.98 |
| 2020-12-31 | $640k | 3.3k | 195.96 |
| 2020-09-30 | $473k | 3.2k | 149.68 |
| 2020-06-30 | $426k | 3.0k | 143.34 |
| 2020-03-31 | $343k | 3.0k | 114.45 |
| 2019-12-31 | $571k | 3.4k | 165.65 |
| 2019-09-30 | $537k | 3.5k | 151.40 |
| 2019-06-30 | $559k | 3.6k | 155.41 |
| 2019-03-31 | $574k | 3.7k | 153.19 |
| 2018-12-31 | $502k | 3.5k | 143.55 |
| 2018-09-30 | $518k | 3.2k | 163.77 |
| 2018-06-30 | $518k | 3.2k | 163.77 |
| 2018-03-31 | $480k | 3.2k | 151.75 |
| 2017-12-31 | $537k | 3.5k | 152.43 |
| 2017-09-30 | $541k | 3.6k | 148.30 |
| 2017-06-30 | $509k | 3.6k | 141.04 |
| 2017-03-31 | $518k | 3.8k | 137.58 |
| 2016-12-31 | $508k | 3.8k | 134.93 |
| 2016-09-30 | $468k | 3.8k | 124.30 |
| 2016-06-30 | $433k | 3.8k | 115.01 |
| 2016-03-31 | $417k | 3.8k | 110.76 |
| 2015-12-31 | $423k | 3.8k | 112.65 |
| 2015-09-30 | $410k | 3.8k | 109.19 |
| 2015-06-30 | $513k | 4.1k | 124.76 |
| 2015-03-31 | $496k | 4.0k | 124.31 |
| 2014-12-31 | $474k | 4.0k | 119.70 |
| 2014-09-30 | $448k | 4.1k | 109.40 |
| 2014-06-30 | $487k | 4.1k | 118.93 |
| 2014-03-31 | $494k | 4.2k | 116.37 |
| 2013-12-31 | $490k | 4.2k | 115.43 |
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