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iShares Russell 2000 Index shares owned by Punch & Associates Investment Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Punch & Associates Investment Management from 13F filings

Historical chart of Punch & Associates 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 Punch & Associates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Punch & Associates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $29k 140 210.30
2023-12-31 $46k 231 200.71
2023-09-30 $41k 231 176.74
2023-06-30 $43k 231 187.27
2023-03-31 $41k 231 178.40
2022-12-31 $40k 231 174.36
2022-09-30 $5.4M 33k 164.93
2022-06-30 $1.1M 6.4k 169.41
2022-03-31 $50k 245 204.08
2021-12-31 $83k 375 221.33
2021-09-30 $54k 245 220.41
2021-06-30 $56k 245 228.57
2021-03-31 $57k 259 220.08
2020-12-31 $33k 169 195.27
2020-09-30 $155k 1.0k 149.90
2020-06-30 $148k 1.0k 143.13
2020-03-31 $119k 1.0k 114.20
2019-12-31 $616k 3.7k 165.81
2018-12-31 $3.0M 22k 133.91
2018-09-30 $320k 1.9k 168.33
2015-12-31 $273k 2.4k 112.62