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iShares Russell 2000 Index shares owned by North Star Investment Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 32k 220.89
2024-06-30 $6.3M 31k 202.89
2024-03-31 $6.3M 30k 210.30
2023-12-31 $5.6M 28k 200.71
2023-09-30 $4.8M 27k 176.74
2023-06-30 $3.0M 16k 187.27
2023-03-31 $2.6M 14k 178.41
2022-12-31 $750k 4.3k 174.36
2022-09-30 $710k 4.3k 164.96
2022-06-30 $729k 4.3k 169.38
2022-03-31 $877k 4.3k 205.19
2021-12-31 $833k 3.7k 222.55
2021-09-30 $746k 3.4k 218.64
2021-06-30 $770k 3.4k 229.37
2021-03-31 $752k 3.4k 221.05
2020-12-31 $650k 3.3k 195.96
2020-09-30 $497k 3.3k 149.83
2020-06-30 $486k 3.4k 143.07
2020-03-31 $389k 3.4k 114.51
2019-12-31 $539k 3.3k 165.64
2019-09-30 $492k 3.3k 151.20
2019-06-30 $497k 3.2k 155.60
2019-03-31 $497k 3.2k 153.21
2018-12-31 $466k 3.5k 133.83
2018-09-30 $300k 1.8k 168.35
2018-06-30 $351k 2.1k 163.64
2018-03-31 $326k 2.1k 151.98
2017-12-31 $303k 2.0k 152.64
2017-09-30 $294k 2.0k 148.11
2017-06-30 $280k 2.0k 141.06
2017-03-31 $280k 2.0k 137.59
2016-12-31 $274k 2.0k 134.64
2016-09-30 $240k 1.9k 124.03
2016-06-30 $222k 1.9k 114.73
2016-03-31 $224k 2.0k 110.51
2015-12-31 $228k 2.0k 112.48
2015-09-30 $230k 2.1k 109.26
2015-06-30 $261k 2.1k 125.00
2015-03-31 $260k 2.1k 124.52
2014-12-31 $250k 2.1k 119.73
2014-09-30 $228k 2.1k 109.20
2014-06-30 $248k 2.1k 118.77
2014-03-31 $266k 2.3k 116.36
2013-12-31 $289k 2.5k 115.55
2013-09-30 $286k 2.7k 106.48