iShares Russell 2000 Index shares owned by Southernsun Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Southernsun Asset Management
from 13F filings
Historical chart of Southernsun Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Southernsun Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 8.8k | 246.16 |
| 2024-12-31 | $2.3M | 10k | 220.96 |
| 2021-12-31 | $482k | 2.2k | 222.22 |
| 2020-12-31 | $350k | 1.8k | 196.19 |
| 2019-12-31 | $1.1M | 6.6k | 165.74 |
| 2018-12-31 | $2.5M | 18k | 133.90 |
| 2017-12-31 | $5.1M | 33k | 152.46 |
| 2016-12-31 | $3.5M | 26k | 134.87 |
| 2016-03-31 | $3.1M | 28k | 110.64 |
| 2015-12-31 | $39M | 349k | 112.62 |
| 2015-09-30 | $1.6M | 14k | 109.22 |
| 2014-12-31 | $13M | 111k | 119.62 |
| 2013-12-31 | $2.9M | 25k | 115.35 |
| 2012-12-31 | $542k | 6.4k | 84.36 |
| 2011-12-31 | $5.2M | 71k | 73.75 |
| 2010-12-31 | $2.4M | 30k | 78.23 |
More positions owned by Southernsun Asset Management
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