iShares Russell 2000 Index shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49k | 201 | 241.96 |
| 2025-06-30 | $43k | 201 | 215.79 |
| 2025-03-31 | $43k | 214 | 199.49 |
| 2024-12-31 | $44k | 201 | 220.96 |
| 2024-09-30 | $49k | 220 | 220.89 |
| 2024-06-30 | $41k | 201 | 202.89 |
| 2023-12-31 | $40k | 201 | 201.08 |
| 2022-03-31 | $6.0k | 28 | 214.29 |
| 2021-12-31 | $6.0k | 28 | 214.29 |
| 2021-09-30 | $6.0k | 28 | 214.29 |
| 2021-06-30 | $6.0k | 28 | 214.29 |
| 2021-03-31 | $6.0k | 28 | 214.29 |
| 2020-12-31 | $16k | 80 | 200.00 |
| 2020-09-30 | $12k | 80 | 150.00 |
| 2020-06-30 | $11k | 80 | 137.50 |
| 2020-03-31 | $9.0k | 80 | 112.50 |
| 2019-12-31 | $13k | 80 | 162.50 |
| 2019-09-30 | $12k | 80 | 150.00 |
| 2019-06-30 | $12k | 80 | 150.00 |
| 2019-03-31 | $12k | 80 | 150.00 |
| 2018-12-31 | $31k | 230 | 134.78 |
| 2018-09-30 | $13k | 80 | 162.50 |
| 2018-06-30 | $13k | 80 | 162.50 |
| 2018-03-31 | $12k | 80 | 150.00 |
| 2017-12-31 | $8.0k | 52 | 153.85 |
| 2017-09-30 | $8.0k | 52 | 153.85 |
| 2017-06-30 | $7.0k | 52 | 134.62 |
| 2017-03-31 | $7.0k | 52 | 134.62 |
| 2016-12-31 | $7.0k | 52 | 134.62 |
| 2016-09-30 | $6.0k | 52 | 115.38 |
| 2016-06-30 | $6.0k | 52 | 115.38 |
| 2016-03-31 | $14k | 124 | 112.90 |
| 2015-12-31 | $6.0k | 52 | 115.38 |
| 2015-09-30 | $6.0k | 52 | 115.38 |
| 2015-06-30 | $18k | 147 | 122.45 |
More positions owned by Tradewinds Capital Management
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