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iShares Russell 2000 Index shares owned by Newbrook Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Newbrook Capital Advisors from 13F filings

Historical chart of Newbrook Capital Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Newbrook Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Newbrook Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $42M 169k 246.16
2020-03-31 $47M 409k 114.46
2019-09-30 $13M 85k 151.34
2019-06-30 $12M 80k 155.50
2019-03-31 $21M 136k 153.09
2018-12-31 $9.1M 68k 133.90
2016-09-30 $9.0M 72k 124.22