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
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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 |
|---|---|---|---|
| 2025-09-30 | $45k | 185 | 241.96 |
| 2025-06-30 | $30k | 140 | 215.79 |
| 2025-03-31 | $28k | 140 | 199.49 |
| 2024-12-31 | $108k | 490 | 220.96 |
| 2024-09-30 | $31k | 140 | 220.89 |
| 2024-06-30 | $29k | 143 | 202.89 |
| 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 |
More positions owned by Punch & Associates Investment Management
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