iShares Russell 2000 Index shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $18M | 60k | 300.45 |
| 2026-03-31 | $14M | 57k | 248.00 |
| 2025-12-31 | $11M | 45k | 246.16 |
| 2025-09-30 | $9.5M | 39k | 241.96 |
| 2025-06-30 | $7.6M | 35k | 215.79 |
| 2025-03-31 | $7.6M | 38k | 199.49 |
| 2024-12-31 | $8.5M | 38k | 220.96 |
| 2024-09-30 | $8.4M | 38k | 222.89 |
| 2024-06-30 | $6.8M | 34k | 202.89 |
| 2024-03-31 | $3.0M | 14k | 210.30 |
| 2023-12-31 | $1.5M | 7.4k | 200.71 |
| 2023-09-30 | $1.2M | 7.0k | 176.74 |
| 2023-06-30 | $1.3M | 7.1k | 187.27 |
| 2023-03-31 | $1.3M | 7.1k | 178.40 |
| 2022-12-31 | $436k | 2.5k | 174.36 |
| 2022-09-30 | $464k | 2.8k | 164.83 |
| 2022-06-30 | $331k | 2.0k | 169.57 |
| 2022-03-31 | $402k | 2.0k | 205.42 |
| 2021-12-31 | $474k | 2.1k | 222.64 |
| 2021-09-30 | $460k | 2.1k | 218.74 |
| 2021-06-30 | $461k | 2.0k | 229.47 |
| 2021-03-31 | $427k | 1.9k | 220.79 |
| 2020-12-31 | $289k | 1.5k | 195.93 |
| 2020-09-30 | $183k | 1.2k | 149.39 |
| 2020-06-30 | $175k | 1.2k | 142.86 |
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