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iShares Russell 2000 Index shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial 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 Shepherd Financial 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $626k 2.6k 241.96
2025-06-30 $558k 2.6k 215.79
2025-03-31 $536k 2.7k 199.49
2024-12-31 $572k 2.6k 220.96
2024-09-30 $571k 2.6k 220.89
2024-06-30 $534k 2.6k 202.89
2024-03-31 $563k 2.7k 210.30
2023-12-31 $538k 2.7k 200.71
2023-09-30 $559k 3.2k 176.74
2023-06-30 $593k 3.2k 187.27
2023-03-31 $574k 3.2k 178.40
2022-12-31 $561k 3.2k 174.36
2022-09-30 $562k 3.4k 164.95
2022-06-30 $288k 1.7k 169.51
2022-03-31 $225k 1.1k 204.73
2021-12-31 $214k 964 221.99
2021-09-30 $202k 924 218.61
2021-06-30 $207k 904 228.98
2021-03-31 $200k 904 221.24
2020-03-31 $220k 1.9k 115.61
2019-12-31 $1.6M 9.5k 165.56
2019-09-30 $1.4M 9.6k 151.13
2019-06-30 $1.5M 9.8k 155.52
2019-03-31 $5.1M 33k 153.09
2018-12-31 $4.5M 34k 133.89
2018-09-30 $5.4M 33k 163.81
2018-06-30 $5.5M 33k 165.01
2018-03-31 $4.0M 26k 151.75
2017-12-31 $4.5M 29k 152.63
2017-09-30 $5.1M 34k 149.37
2017-06-30 $4.5M 32k 139.77
2017-03-31 $4.4M 33k 134.35
2016-12-31 $4.5M 33k 135.52

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

Top funds holding iShares Russell 2000 Index

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