iShares Russell 2000 Index shares owned by Stephenson & Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Stephenson & Company
from 13F filings
Historical chart of Stephenson & Company investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Stephenson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 5.4k | 241.97 |
| 2025-06-30 | $1.2M | 5.4k | 215.79 |
| 2025-03-31 | $1.1M | 5.4k | 199.49 |
| 2024-12-31 | $1.2M | 5.4k | 220.96 |
| 2024-09-30 | $1.2M | 5.4k | 220.89 |
| 2024-06-30 | $1.1M | 5.6k | 202.89 |
| 2024-03-31 | $1.2M | 5.6k | 210.30 |
| 2023-12-31 | $1.1M | 5.4k | 200.71 |