iShares Russell 2000 Index shares owned by Otter Creek Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Otter Creek Advisors
from 13F filings
Historical chart of Otter Creek Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Otter Creek Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Otter Creek Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 30k | 200.70 |
| 2023-06-30 | $30M | 160k | 187.27 |
| 2022-03-31 | $10M | 50k | 205.28 |
| 2021-09-30 | $18M | 80k | 218.75 |
| 2021-06-30 | $24M | 105k | 229.37 |
| 2019-12-31 | $8.3M | 50k | 165.66 |
| 2017-09-30 | $12M | 78k | 148.12 |
| 2017-03-31 | $22M | 163k | 137.48 |