iShares Russell 2000 Index shares owned by Successful Portfolios
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $394k | 1.5k | 260.23 |
| 2025-09-30 | $368k | 1.5k | 241.96 |
| 2025-06-30 | $333k | 1.5k | 215.79 |
| 2025-03-31 | $308k | 1.5k | 199.49 |
| 2024-12-31 | $361k | 1.6k | 220.96 |
| 2024-09-30 | $361k | 1.6k | 220.89 |
| 2024-06-30 | $347k | 1.7k | 202.89 |
| 2024-03-31 | $377k | 1.8k | 210.30 |
| 2023-12-31 | $411k | 2.0k | 200.71 |
| 2023-09-30 | $324k | 1.8k | 176.74 |
| 2023-06-30 | $350k | 1.9k | 187.27 |
| 2023-03-31 | $362k | 2.0k | 178.40 |
| 2022-12-31 | $491k | 2.8k | 174.48 |
| 2022-09-30 | $344k | 2.1k | 164.75 |
| 2022-06-30 | $365k | 2.2k | 169.53 |
| 2022-03-31 | $443k | 2.2k | 205.28 |
| 2021-12-31 | $481k | 2.2k | 222.27 |
| 2021-09-30 | $474k | 2.2k | 218.53 |
| 2021-06-30 | $503k | 2.2k | 229.26 |
| 2021-03-31 | $485k | 2.2k | 221.06 |
| 2020-12-31 | $430k | 2.2k | 195.99 |
| 2020-09-30 | $329k | 2.2k | 149.95 |
| 2020-06-30 | $314k | 2.2k | 143.12 |
| 2020-03-31 | $251k | 2.2k | 114.40 |
| 2019-12-31 | $359k | 2.2k | 165.59 |
| 2019-09-30 | $341k | 2.3k | 151.42 |
| 2019-06-30 | $365k | 2.4k | 155.32 |
| 2019-03-31 | $360k | 2.4k | 153.19 |
| 2018-12-31 | $326k | 2.4k | 133.83 |
| 2018-09-30 | $452k | 2.7k | 168.41 |
| 2018-06-30 | $450k | 2.8k | 163.64 |
| 2018-03-31 | $425k | 2.8k | 152.00 |
| 2017-12-31 | $432k | 2.8k | 152.60 |