iShares Russell 2000 Index shares owned by Welch Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Welch Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 2.2k | 241.96 |
| 2025-06-30 | $435k | 2.0k | 215.79 |
| 2025-03-31 | $293k | 1.5k | 200.45 |
| 2021-12-31 | $236k | 1.1k | 222.85 |
| 2021-03-31 | $205k | 929 | 220.67 |
| 2016-03-31 | $2.1M | 19k | 110.62 |
| 2015-06-30 | $2.4M | 20k | 124.84 |
| 2015-03-31 | $2.4M | 20k | 124.38 |
| 2014-12-31 | $2.4M | 20k | 119.64 |