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iShares Russell 2000 Index shares owned by O'rourke & Company

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by O'rourke & Company from 13F filings

Historical chart of O'rourke & Company investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by O'rourke & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by O'rourke & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 807 300.57
2026-03-31 $200k 807 247.91
2025-12-31 $260k 1.1k 246.09
2024-09-30 $201k 909 220.94
2021-12-31 $212k 953 222.46