iShares Russell 2000 Index shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Strategic Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 69k | 200.71 |
| 2023-09-30 | $11M | 61k | 176.74 |
| 2023-06-30 | $11M | 58k | 187.27 |
| 2023-03-31 | $10M | 56k | 178.40 |
| 2022-12-31 | $9.3M | 53k | 174.36 |
| 2022-09-30 | $7.9M | 48k | 164.93 |
| 2022-06-30 | $6.1M | 36k | 169.37 |
| 2022-03-31 | $6.6M | 32k | 205.28 |
| 2021-12-31 | $6.9M | 31k | 222.45 |
| 2021-09-30 | $901k | 4.1k | 218.69 |
| 2021-06-30 | $874k | 3.8k | 229.40 |
| 2021-03-31 | $806k | 3.6k | 220.94 |
| 2020-12-31 | $473k | 2.4k | 196.02 |
| 2020-09-30 | $330k | 2.2k | 149.73 |
| 2020-06-30 | $342k | 2.4k | 143.10 |
| 2020-03-31 | $389k | 3.4k | 114.58 |
| 2019-12-31 | $570k | 3.4k | 165.55 |
| 2019-09-30 | $598k | 3.9k | 151.47 |
| 2019-06-30 | $629k | 4.0k | 155.54 |
| 2019-03-31 | $430k | 2.8k | 152.92 |
| 2018-12-31 | $400k | 3.0k | 134.00 |
| 2018-09-30 | $408k | 2.4k | 168.39 |