iShares Russell 2000 Index shares owned by Portland Global Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Portland Global Advisors
from 13F filings
Historical chart of Portland Global Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Portland Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Portland Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 62k | 241.96 |
| 2025-06-30 | $14M | 63k | 215.79 |
| 2025-03-31 | $15M | 77k | 199.49 |
| 2024-12-31 | $17M | 75k | 220.96 |
| 2024-09-30 | $17M | 75k | 220.89 |
| 2024-06-30 | $15M | 74k | 202.89 |
| 2024-03-31 | $16M | 74k | 210.30 |
| 2023-09-30 | $13M | 73k | 176.73 |
| 2023-06-30 | $14M | 72k | 187.28 |
| 2023-03-31 | $13M | 70k | 178.39 |
| 2022-12-31 | $12M | 68k | 174.35 |
| 2022-09-30 | $12M | 73k | 164.92 |
| 2022-06-30 | $12M | 72k | 169.36 |
| 2022-03-31 | $15M | 71k | 205.28 |
| 2021-12-31 | $15M | 68k | 222.45 |
| 2021-09-30 | $14M | 66k | 218.75 |
| 2021-06-30 | $15M | 63k | 229.37 |
| 2021-03-31 | $14M | 63k | 220.94 |
| 2020-12-31 | $12M | 62k | 196.06 |
| 2020-09-30 | $9.2M | 62k | 149.79 |
| 2020-06-30 | $7.9M | 55k | 143.18 |
| 2020-03-31 | $6.2M | 54k | 114.46 |
| 2019-12-31 | $9.2M | 56k | 165.67 |
| 2019-09-30 | $8.3M | 55k | 151.33 |
| 2019-06-30 | $8.4M | 54k | 155.50 |
| 2019-03-31 | $8.1M | 53k | 153.09 |
| 2018-12-31 | $6.9M | 52k | 133.90 |
| 2018-09-30 | $8.6M | 51k | 168.56 |
| 2018-06-30 | $8.7M | 53k | 163.78 |
| 2018-03-31 | $8.0M | 53k | 151.83 |
| 2017-12-31 | $8.2M | 54k | 152.46 |
| 2017-09-30 | $8.2M | 56k | 148.17 |
| 2017-06-30 | $7.8M | 55k | 140.93 |
| 2017-03-31 | $7.5M | 54k | 137.48 |
| 2016-12-31 | $7.4M | 55k | 134.85 |
| 2016-09-30 | $6.7M | 54k | 124.22 |
| 2016-06-30 | $6.2M | 54k | 114.99 |
| 2016-03-31 | $5.7M | 52k | 110.63 |
| 2015-12-31 | $4.8M | 42k | 112.63 |
| 2015-09-30 | $4.4M | 40k | 109.21 |
| 2015-06-30 | $4.9M | 39k | 124.87 |
| 2015-03-31 | $4.9M | 39k | 124.36 |
| 2014-12-31 | $4.7M | 40k | 119.61 |
| 2014-09-30 | $4.2M | 39k | 109.35 |
| 2014-06-30 | $4.8M | 41k | 118.81 |
| 2014-03-31 | $4.8M | 41k | 116.34 |
| 2013-12-31 | $4.9M | 43k | 115.37 |
| 2013-09-30 | $4.3M | 44k | 97.00 |
| 2013-06-30 | $4.3M | 44k | 97.00 |
| 2013-03-31 | $4.2M | 44k | 94.44 |
| 2012-12-31 | $3.7M | 43k | 84.32 |
| 2012-09-30 | $3.5M | 42k | 83.44 |
| 2012-06-30 | $3.3M | 42k | 79.56 |
| 2012-03-31 | $3.4M | 41k | 82.82 |
| 2011-12-31 | $3.0M | 41k | 73.75 |
| 2011-09-30 | $2.6M | 41k | 64.30 |
| 2011-06-30 | $3.5M | 43k | 82.81 |
| 2011-03-31 | $3.7M | 44k | 84.16 |