iShares Russell 2000 Index shares owned by Trilogy Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 6.8k | 220.88 |
| 2024-06-30 | $1.4M | 6.7k | 202.89 |
| 2024-03-31 | $445k | 2.1k | 210.25 |
| 2023-12-31 | $454k | 2.3k | 200.74 |
| 2023-09-30 | $398k | 2.2k | 176.75 |
| 2023-06-30 | $452k | 2.3k | 194.47 |
| 2023-03-31 | $489k | 2.7k | 178.43 |
| 2022-12-31 | $514k | 2.9k | 174.39 |
| 2022-09-30 | $346k | 2.1k | 165.00 |
| 2022-06-30 | $377k | 2.2k | 169.21 |
| 2022-03-31 | $454k | 2.2k | 205.43 |
| 2021-12-31 | $476k | 2.1k | 222.33 |
| 2021-09-30 | $361k | 1.7k | 218.79 |
| 2021-06-30 | $406k | 1.8k | 226.82 |
| 2021-03-31 | $19M | 84k | 220.94 |
| 2020-12-31 | $787k | 4.0k | 196.06 |
| 2020-09-30 | $601k | 4.0k | 149.80 |
| 2020-06-30 | $439k | 3.0k | 146.09 |
| 2018-12-31 | $204k | 1.5k | 133.95 |
| 2018-09-30 | $256k | 1.5k | 168.42 |
| 2018-06-30 | $249k | 1.5k | 163.92 |
| 2018-03-31 | $174k | 1.1k | 151.44 |