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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Successful Portfolios consolidated in one spreadsheet with up to 7 years of data

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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
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