iShares Russell 2000 Index shares owned by Roundview Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $355k | 1.6k | 220.96 |
| 2024-09-30 | $358k | 1.6k | 220.89 |
| 2024-06-30 | $374k | 1.8k | 202.89 |
| 2024-03-31 | $391k | 1.9k | 210.30 |
| 2023-12-31 | $377k | 1.9k | 200.71 |
| 2023-09-30 | $335k | 1.9k | 176.74 |
| 2023-06-30 | $316k | 1.7k | 187.27 |
| 2023-03-31 | $274k | 1.5k | 178.40 |
| 2022-12-31 | $273k | 1.6k | 174.36 |
| 2022-09-30 | $254k | 1.5k | 165.15 |
| 2022-06-30 | $260k | 1.5k | 169.05 |
| 2022-03-31 | $316k | 1.5k | 205.46 |
| 2021-12-31 | $342k | 1.5k | 222.37 |
| 2021-09-30 | $336k | 1.5k | 218.47 |