iShares Russell 2000 Index shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 19k | 246.17 |
| 2025-09-30 | $4.9M | 20k | 241.96 |
| 2025-06-30 | $3.8M | 17k | 215.79 |
| 2025-03-31 | $4.2M | 21k | 199.49 |
| 2024-12-31 | $5.9M | 27k | 220.96 |
| 2024-09-30 | $9.6M | 44k | 220.89 |
| 2024-06-30 | $11M | 55k | 202.89 |
| 2024-03-31 | $14M | 67k | 210.30 |
| 2023-12-31 | $3.8M | 19k | 200.71 |
| 2023-09-30 | $5.4M | 30k | 176.74 |
| 2023-06-30 | $2.6M | 14k | 187.27 |
| 2023-03-31 | $3.2M | 18k | 178.40 |
| 2022-12-31 | $2.9M | 16k | 174.36 |
| 2022-09-30 | $2.1M | 13k | 164.93 |
| 2022-06-30 | $3.3M | 19k | 169.36 |
| 2022-03-31 | $4.7M | 23k | 205.25 |
| 2021-12-31 | $5.7M | 26k | 222.44 |
| 2021-09-30 | $6.3M | 29k | 218.75 |
| 2021-06-30 | $17M | 75k | 229.37 |
| 2021-03-31 | $19M | 85k | 220.94 |
| 2020-12-31 | $10M | 52k | 196.07 |
| 2020-09-30 | $6.2M | 41k | 149.80 |
| 2020-06-30 | $2.0M | 14k | 143.19 |
| 2020-03-31 | $1.2M | 10k | 114.43 |
| 2019-12-31 | $92M | 556k | 165.67 |
| 2019-09-30 | $1.5M | 9.7k | 151.37 |
| 2019-06-30 | $1.6M | 10k | 155.54 |
| 2019-03-31 | $1.6M | 10k | 153.12 |
| 2018-12-31 | $2.0M | 15k | 133.85 |
| 2018-09-30 | $2.8M | 16k | 168.57 |
| 2018-06-30 | $3.2M | 19k | 163.79 |
| 2018-03-31 | $1.2M | 7.7k | 151.78 |
| 2017-12-31 | $12M | 75k | 152.47 |
| 2017-09-30 | $9.8M | 66k | 148.19 |
| 2017-06-30 | $1.1M | 7.5k | 140.99 |
| 2017-03-31 | $4.2M | 30k | 137.47 |
| 2016-12-31 | $8.5M | 63k | 134.86 |
| 2016-09-30 | $1.7M | 14k | 124.24 |
| 2016-06-30 | $1.5M | 13k | 115.02 |
| 2016-03-31 | $803k | 7.3k | 110.64 |
| 2015-12-31 | $1.1M | 9.4k | 112.68 |
| 2015-09-30 | $3.3M | 30k | 109.22 |
| 2015-06-30 | $3.2M | 26k | 124.87 |
| 2015-03-31 | $2.4M | 19k | 124.36 |
| 2014-12-31 | $1.6M | 14k | 119.60 |