iShares Russell 2000 Index shares owned by St. Clair Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by St. Clair Advisors
from 13F filings
Historical chart of St. Clair Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by St. Clair Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by St. Clair Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $416k | 1.7k | 241.96 |
| 2025-06-30 | $365k | 1.7k | 215.79 |
| 2025-03-31 | $528k | 2.6k | 199.49 |
| 2024-09-30 | $453k | 2.1k | 220.89 |
| 2024-06-30 | $462k | 2.3k | 202.89 |
| 2024-03-31 | $584k | 2.8k | 210.30 |
| 2023-12-31 | $928k | 4.6k | 200.71 |
| 2023-09-30 | $677k | 3.8k | 176.74 |
| 2023-06-30 | $611k | 3.3k | 187.27 |
| 2023-03-31 | $582k | 3.3k | 178.40 |
| 2022-12-31 | $658k | 3.8k | 174.36 |
| 2022-09-30 | $511k | 3.1k | 164.92 |
| 2022-06-30 | $563k | 3.3k | 169.36 |
| 2022-03-31 | $536k | 2.6k | 205.27 |
| 2021-12-31 | $3.4M | 15k | 222.45 |
| 2021-09-30 | $568k | 2.6k | 218.75 |