iShares Russell 2000 Index shares owned by Oakworth Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $165k | 747 | 220.96 |
| 2024-09-30 | $171k | 772 | 220.89 |
| 2024-06-30 | $157k | 772 | 202.89 |
| 2024-03-31 | $241k | 1.1k | 210.30 |
| 2023-12-31 | $230k | 1.1k | 200.71 |
| 2023-09-30 | $252k | 1.4k | 176.74 |
| 2023-06-30 | $262k | 1.4k | 187.27 |
| 2023-03-31 | $205k | 1.1k | 178.40 |
| 2022-12-31 | $200k | 1.1k | 174.36 |
| 2022-09-30 | $249k | 1.5k | 164.59 |
| 2022-06-30 | $256k | 1.5k | 169.27 |
| 2022-03-31 | $319k | 1.6k | 205.47 |
| 2021-12-31 | $57M | 255k | 222.45 |
| 2021-09-30 | $52M | 239k | 218.75 |
| 2021-06-30 | $48M | 209k | 229.37 |
| 2021-03-31 | $38M | 171k | 220.94 |
| 2020-12-31 | $24M | 124k | 196.06 |
| 2020-09-30 | $7.2M | 48k | 149.79 |
| 2020-06-30 | $6.2M | 43k | 143.17 |
| 2020-03-31 | $4.8M | 42k | 114.45 |
| 2019-12-31 | $6.6M | 40k | 165.32 |
| 2019-09-30 | $5.9M | 39k | 151.33 |
| 2019-06-30 | $5.9M | 38k | 155.51 |
| 2019-03-31 | $5.3M | 35k | 153.09 |
| 2018-12-31 | $4.6M | 35k | 133.89 |
| 2018-09-30 | $5.6M | 33k | 168.56 |
| 2018-06-30 | $2.6M | 16k | 163.80 |
| 2018-03-31 | $1.0M | 6.7k | 153.29 |
| 2017-12-31 | $1.2M | 8.0k | 153.65 |
| 2017-09-30 | $1.2M | 8.5k | 139.78 |
| 2017-06-30 | $770k | 5.5k | 140.97 |
| 2017-03-31 | $553k | 4.0k | 137.43 |
| 2016-12-31 | $352k | 2.7k | 131.64 |
| 2016-09-30 | $332k | 2.7k | 124.16 |
| 2016-06-30 | $283k | 2.5k | 114.90 |
| 2016-03-31 | $272k | 2.5k | 110.43 |
| 2015-12-31 | $238k | 2.1k | 112.42 |
| 2015-09-30 | $98k | 901 | 108.77 |
| 2015-06-30 | $1.6M | 13k | 118.83 |
| 2015-03-31 | $10k | 80 | 125.00 |
| 2014-12-31 | $10k | 80 | 125.00 |
| 2014-09-30 | $9.0k | 80 | 112.50 |
| 2014-06-30 | $1.6M | 13k | 118.83 |
| 2014-03-31 | $1.3M | 11k | 116.30 |
| 2013-12-31 | $2.5M | 22k | 115.38 |