Welch Group »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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