iShares Russell 2000 Index shares owned by NewFocus Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by NewFocus Financial
from 13F filings
Historical chart of NewFocus Financial investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by NewFocus Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by NewFocus Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-12-31 | $344k | 1.8k | 195.90 |
2020-09-30 | $263k | 1.8k | 149.77 |
2020-06-30 | $317k | 2.2k | 143.12 |
2020-03-31 | $334k | 2.9k | 114.58 |
2019-12-31 | $445k | 2.7k | 165.80 |
2019-09-30 | $408k | 2.7k | 151.50 |
2019-06-30 | $310k | 2.0k | 155.54 |
2019-03-31 | $367k | 2.4k | 153.11 |
2018-12-31 | $309k | 2.3k | 133.88 |
2018-09-30 | $389k | 2.3k | 168.54 |
2018-06-30 | $424k | 2.6k | 163.77 |
2018-03-31 | $393k | 2.6k | 151.80 |
2017-12-31 | $395k | 2.6k | 152.57 |
2017-09-30 | $384k | 2.6k | 148.32 |
2017-06-30 | $365k | 2.6k | 140.98 |
2017-03-31 | $342k | 2.5k | 137.68 |
2016-12-31 | $356k | 2.6k | 134.75 |
2016-09-30 | $309k | 2.5k | 124.40 |
2016-06-30 | $335k | 2.9k | 114.96 |
2016-03-31 | $322k | 2.9k | 110.50 |
2015-12-31 | $330k | 2.9k | 112.59 |
2015-09-30 | $280k | 2.6k | 109.38 |
2015-06-30 | $320k | 2.6k | 125.00 |
2015-03-31 | $347k | 2.8k | 124.42 |
2014-12-31 | $367k | 3.1k | 119.58 |
2014-09-30 | $336k | 3.1k | 109.48 |
2014-06-30 | $222k | 1.9k | 118.59 |