Sunbelt Securities »

iShares Russell 2000 Index shares owned by Sunbelt Securities

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sunbelt Securities from 13F filings

Historical chart of Sunbelt Securities investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 11k 220.88
2024-06-30 $1.7M 8.3k 202.90
2024-03-31 $1.8M 8.4k 210.30
2023-12-31 $2.0M 10k 200.70
2023-09-30 $1.7M 9.6k 176.74
2023-06-30 $1.8M 9.4k 187.27
2023-03-31 $1.6M 9.3k 175.19
2022-12-31 $1.6M 9.4k 174.36
2022-09-30 $1.1M 6.8k 164.91
2022-06-30 $862k 5.1k 169.42
2022-03-31 $927k 4.5k 207.38
2021-12-31 $1.0M 4.9k 202.71
2021-09-30 $1.1M 5.3k 214.91
2021-06-30 $1.1M 5.3k 214.91
2021-03-31 $2.1M 9.7k 220.95
2020-12-31 $971k 5.0k 195.96
2020-09-30 $869k 5.8k 149.78
2020-06-30 $950k 6.6k 143.16
2020-03-31 $720k 6.2k 115.44
2019-12-31 $290k 7.0k 41.33
2019-09-30 $999k 6.6k 151.29
2019-06-30 $869k 5.6k 155.43
2019-03-31 $904k 5.9k 153.12
2018-12-31 $1.6M 9.4k 168.50
2018-09-30 $1.6M 9.4k 168.50
2018-06-30 $1.4M 8.4k 163.77
2018-03-31 $257k 1.7k 151.71
2017-12-31 $351k 2.3k 152.41
2017-09-30 $357k 2.4k 148.13
2016-12-31 $79k 582 134.85
2016-06-30 $81k 707 114.98
2016-03-31 $27k 245 110.63
2015-12-31 $28k 245 112.62
2015-09-30 $27k 245 109.20
2015-06-30 $31k 245 124.86
2015-03-31 $86k 692 124.41