iShares Russell 2000 Index shares owned by Relative Value Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $400k | 2.0k | 200.71 |
| 2023-09-30 | $353k | 2.0k | 176.74 |
| 2023-06-30 | $491k | 2.6k | 187.27 |
| 2023-03-31 | $356k | 2.0k | 178.40 |
| 2022-12-31 | $348k | 2.0k | 174.36 |
| 2022-09-30 | $357k | 2.2k | 164.90 |
| 2022-03-31 | $420k | 2.0k | 205.08 |
| 2021-12-31 | $444k | 2.0k | 222.56 |
| 2021-09-30 | $436k | 2.0k | 218.55 |
| 2021-06-30 | $458k | 2.0k | 229.57 |
| 2021-03-31 | $441k | 2.0k | 221.05 |
| 2020-12-31 | $391k | 2.0k | 195.99 |
| 2020-09-30 | $299k | 2.0k | 149.87 |
| 2020-06-30 | $286k | 2.0k | 143.36 |
| 2020-03-31 | $282k | 2.5k | 114.31 |
| 2019-12-31 | $486k | 2.9k | 165.76 |
| 2019-03-31 | $220k | 1.4k | 153.42 |