iShares Russell 2000 Index shares owned by Newport Capital Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Newport Capital Group
from 13F filings
Historical chart of Newport Capital Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Newport Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Newport Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 31k | 220.89 |
| 2024-06-30 | $6.2M | 30k | 202.89 |
| 2023-09-30 | $5.4M | 30k | 176.74 |
| 2023-06-30 | $5.8M | 31k | 187.27 |
| 2022-12-31 | $5.2M | 30k | 174.36 |
| 2022-09-30 | $9.7M | 58k | 167.15 |
| 2022-06-30 | $5.0M | 29k | 169.34 |
| 2022-03-31 | $5.7M | 28k | 205.29 |
| 2021-12-31 | $5.9M | 26k | 222.29 |
| 2021-09-30 | $5.7M | 26k | 218.74 |
| 2021-06-30 | $5.9M | 26k | 229.36 |
| 2021-03-31 | $5.6M | 25k | 220.92 |
| 2020-12-31 | $4.9M | 25k | 195.74 |