iShares Russell 2000 Index shares owned by Orca Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Orca Investment Management
from 13F filings
Historical chart of Orca 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 Orca Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Orca Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.1k | 241.96 |
| 2025-06-30 | $1.5M | 7.1k | 215.79 |
| 2025-03-31 | $1.4M | 7.1k | 199.49 |
| 2024-12-31 | $1.6M | 7.2k | 220.96 |
| 2024-09-30 | $1.7M | 7.5k | 220.89 |
| 2024-06-30 | $1.5M | 7.4k | 202.89 |
| 2024-03-31 | $1.6M | 7.5k | 210.30 |
| 2023-12-31 | $1.6M | 8.0k | 200.71 |
| 2023-09-30 | $1.3M | 7.6k | 176.74 |
| 2023-06-30 | $1.3M | 7.0k | 187.27 |
| 2023-03-31 | $1.3M | 7.1k | 178.40 |
| 2022-12-31 | $1.2M | 7.1k | 174.36 |
| 2022-09-30 | $1.2M | 7.2k | 164.95 |
| 2022-06-30 | $1.3M | 7.6k | 169.34 |
| 2022-03-31 | $1.6M | 7.7k | 205.29 |
| 2021-12-31 | $1.8M | 7.9k | 222.45 |
| 2021-09-30 | $1.8M | 8.2k | 218.70 |
| 2021-06-30 | $2.0M | 8.9k | 229.32 |
| 2021-03-31 | $1.9M | 8.8k | 220.96 |
| 2020-12-31 | $1.7M | 8.8k | 196.08 |
| 2019-09-30 | $1.6M | 10k | 151.34 |
| 2019-06-30 | $1.7M | 11k | 155.48 |
| 2019-03-31 | $1.7M | 11k | 153.10 |
| 2018-12-31 | $1.5M | 12k | 133.87 |
| 2018-09-30 | $2.0M | 12k | 168.52 |
| 2018-06-30 | $2.1M | 13k | 163.75 |
| 2018-03-31 | $590k | 3.9k | 151.71 |
| 2017-12-31 | $891k | 5.8k | 152.44 |
| 2017-09-30 | $866k | 5.8k | 148.16 |
| 2017-06-30 | $824k | 5.8k | 140.98 |
| 2017-03-31 | $804k | 5.8k | 137.55 |
| 2016-12-31 | $788k | 5.8k | 134.82 |
| 2016-09-30 | $720k | 5.8k | 124.16 |
| 2016-06-30 | $667k | 5.8k | 115.02 |
| 2016-03-31 | $652k | 5.9k | 110.58 |
| 2015-12-31 | $687k | 6.1k | 112.68 |
| 2015-09-30 | $655k | 6.0k | 109.24 |
| 2015-06-30 | $749k | 6.0k | 124.92 |
| 2015-03-31 | $746k | 6.0k | 124.42 |
| 2014-12-31 | $717k | 6.0k | 119.58 |
| 2014-09-30 | $707k | 6.5k | 109.43 |
| 2014-06-30 | $744k | 6.3k | 118.85 |
| 2014-03-31 | $760k | 6.5k | 116.33 |
| 2013-12-31 | $754k | 6.5k | 115.41 |
More positions owned by Orca Investment Management
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