iShares Russell 2000 Index shares owned by Royal Fund Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Royal Fund Management
from 13F filings
Historical chart of Royal Fund Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Royal Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 30k | 242.90 |
| 2025-06-30 | $8.1M | 37k | 216.38 |
| 2025-03-31 | $7.3M | 37k | 199.90 |
| 2024-12-31 | $21M | 97k | 221.07 |
| 2024-09-30 | $62M | 280k | 220.93 |
| 2024-06-30 | $11M | 52k | 202.89 |
| 2021-09-30 | $7.5M | 34k | 218.73 |
| 2021-06-30 | $11M | 46k | 229.37 |
| 2021-03-31 | $9.9M | 45k | 220.92 |
| 2020-12-31 | $644k | 3.3k | 195.92 |
| 2020-03-31 | $36k | 317 | 113.56 |
| 2019-12-31 | $52k | 317 | 164.04 |
| 2019-09-30 | $63k | 417 | 151.08 |
| 2019-06-30 | $64k | 417 | 153.48 |
| 2019-03-31 | $63k | 417 | 151.08 |
| 2018-12-31 | $55k | 417 | 131.89 |
| 2018-09-30 | $70k | 417 | 167.87 |
| 2018-06-30 | $48k | 297 | 161.62 |
| 2018-03-31 | $45k | 297 | 151.52 |
| 2017-12-31 | $266k | 1.8k | 152.00 |
| 2017-09-30 | $6.0k | 41 | 146.34 |
| 2017-06-30 | $5.0k | 41 | 121.95 |
| 2017-03-31 | $24k | 181 | 132.60 |
| 2016-12-31 | $4.0k | 34 | 117.65 |