Security National Trust »

iShares Russell 2000 Index shares owned by Security National Trust

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Security National Trust from 13F filings

Historical chart of Security National Trust investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Security National Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $345k 1.5k 230.13
2021-06-30 $345k 1.5k 230.13
2021-03-31 $333k 1.5k 221.76
2020-12-31 $295k 1.5k 196.65
2020-09-30 $226k 1.5k 150.63
2020-06-30 $171k 1.2k 142.86
2020-03-31 $137k 1.2k 114.29
2019-12-31 $198k 1.2k 165.71
2019-09-30 $178k 1.2k 148.57
2019-06-30 $185k 1.2k 154.29
2019-03-31 $185k 1.2k 154.29
2018-12-31 $157k 1.2k 131.43
2018-09-30 $198k 1.2k 165.71
2018-06-30 $198k 1.2k 165.71
2018-03-31 $185k 1.2k 154.29
2017-12-31 $185k 1.2k 154.29
2017-09-30 $178k 1.2k 148.57
2017-06-30 $171k 1.2k 142.86
2017-03-31 $164k 1.2k 137.14
2016-12-31 $162k 1.2k 135.03
2016-09-30 $151k 1.2k 125.71
2016-06-30 $137k 1.2k 114.29
2016-03-31 $113k 1.0k 110.57
2015-12-31 $115k 1.0k 112.52
2015-09-30 $112k 1.0k 109.59
2015-06-30 $44k 370 118.92
2015-03-31 $44k 370 118.92
2014-12-31 $44k 370 118.92
2014-09-30 $40k 370 108.11
2014-06-30 $44k 370 118.92
2014-03-31 $43k 370 116.22
2013-12-31 $43k 370 116.22
2013-09-30 $39k 370 105.41
2013-06-30 $36k 370 97.30
2012-12-31 $31k 370 83.78