iShares Russell 2000 Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79k | 328 | 241.90 |
| 2025-06-30 | $71k | 327 | 215.96 |
| 2025-03-31 | $65k | 327 | 199.24 |
| 2024-12-31 | $93k | 420 | 220.99 |
| 2024-06-30 | $88k | 431 | 203.10 |
| 2024-03-31 | $91k | 431 | 210.17 |
| 2023-12-31 | $86k | 430 | 200.76 |
| 2023-09-30 | $75k | 427 | 176.54 |
| 2023-06-30 | $80k | 427 | 187.06 |
| 2023-03-31 | $76k | 425 | 178.55 |
| 2022-12-31 | $74k | 424 | 174.29 |
| 2022-09-30 | $70k | 424 | 165.09 |
| 2022-06-30 | $72k | 424 | 169.81 |
| 2022-03-31 | $87k | 424 | 205.19 |
| 2021-12-31 | $94k | 424 | 221.70 |
| 2021-09-30 | $92k | 421 | 218.53 |
| 2021-06-30 | $97k | 421 | 230.40 |
| 2021-03-31 | $93k | 420 | 221.43 |
| 2020-12-31 | $82k | 420 | 195.24 |