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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by True North Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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