iShares Russell 2000 Index shares owned by True North Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $650k | 2.7k | 241.96 |
| 2025-06-30 | $357k | 1.7k | 215.79 |
| 2025-03-31 | $330k | 1.7k | 199.48 |
| 2024-12-31 | $407k | 1.8k | 220.94 |
| 2024-09-30 | $246k | 1.1k | 220.89 |
| 2024-06-30 | $268k | 1.3k | 202.89 |
| 2024-03-31 | $277k | 1.3k | 210.30 |
| 2023-12-31 | $226k | 1.1k | 200.71 |
| 2023-09-30 | $317k | 1.8k | 176.74 |
| 2023-06-30 | $363k | 1.9k | 187.27 |
| 2023-03-31 | $302k | 1.7k | 178.40 |
| 2022-12-31 | $296k | 1.7k | 174.36 |
| 2022-09-30 | $297k | 1.8k | 164.91 |
| 2022-06-30 | $462k | 2.7k | 169.17 |
| 2022-03-31 | $378k | 1.8k | 205.10 |
| 2021-12-31 | $318k | 1.4k | 221.91 |
| 2021-09-30 | $277k | 1.3k | 218.63 |
| 2021-06-30 | $297k | 1.3k | 228.99 |
| 2021-03-31 | $286k | 1.3k | 220.51 |
| 2020-12-31 | $254k | 1.3k | 195.84 |
| 2019-12-31 | $225k | 1.4k | 165.20 |