iShares Russell 2000 Index shares owned by Rockingstone Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Rockingstone Advisors
from 13F filings
Historical chart of Rockingstone Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Rockingstone 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 Rockingstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.2M | 21k | 202.89 |
| 2024-03-31 | $4.3M | 21k | 210.30 |
| 2023-12-31 | $4.1M | 21k | 200.71 |
| 2023-09-30 | $3.4M | 19k | 176.74 |
| 2023-06-30 | $3.4M | 18k | 187.27 |
| 2023-03-31 | $3.6M | 20k | 178.40 |
| 2022-12-31 | $3.3M | 19k | 174.36 |