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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
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