iShares Russell 2000 Index shares owned by SimpliFi
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by SimpliFi
from 13F filings
Historical chart of SimpliFi investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by SimpliFi consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by SimpliFi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 72k | 241.96 |
| 2025-06-30 | $16M | 74k | 215.79 |
| 2025-03-31 | $15M | 73k | 199.49 |
| 2024-12-31 | $16M | 73k | 220.96 |
| 2024-09-30 | $16M | 73k | 220.89 |
| 2024-06-30 | $15M | 76k | 202.89 |
| 2024-03-31 | $16M | 75k | 210.30 |
| 2023-12-31 | $12M | 68k | 176.74 |
| 2023-09-30 | $12M | 68k | 176.74 |
| 2023-06-30 | $13M | 70k | 187.27 |
| 2023-03-31 | $12M | 67k | 178.40 |
| 2022-12-31 | $12M | 66k | 174.36 |
| 2022-09-30 | $11M | 69k | 164.92 |
| 2022-06-30 | $12M | 69k | 169.36 |
| 2022-03-31 | $14M | 68k | 205.27 |
| 2021-12-31 | $15M | 66k | 222.45 |
| 2021-09-30 | $14M | 65k | 218.74 |
| 2021-06-30 | $15M | 64k | 229.38 |
| 2021-03-31 | $14M | 63k | 220.95 |
| 2020-12-31 | $14M | 72k | 196.06 |
| 2020-09-30 | $13M | 87k | 149.79 |
| 2020-06-30 | $12M | 83k | 143.17 |
| 2020-03-31 | $9.0M | 79k | 114.46 |
| 2019-12-31 | $13M | 79k | 165.67 |
| 2019-09-30 | $12M | 78k | 151.35 |
| 2019-06-30 | $12M | 76k | 155.50 |
| 2019-03-31 | $12M | 75k | 153.09 |
| 2018-12-31 | $9.7M | 72k | 133.90 |
| 2018-09-30 | $12M | 73k | 168.55 |
| 2018-06-30 | $16M | 97k | 163.77 |
| 2018-03-31 | $15M | 97k | 151.83 |
| 2017-12-31 | $15M | 99k | 152.46 |