iShares Russell 2000 Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Truepoint consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 1.6k | 241.96 |
| 2025-06-30 | $357k | 1.7k | 215.79 |
| 2025-03-31 | $330k | 1.7k | 199.49 |
| 2024-12-31 | $387k | 1.8k | 220.96 |
| 2024-09-30 | $417k | 1.9k | 220.89 |
| 2024-06-30 | $326k | 1.6k | 202.89 |
| 2024-03-31 | $317k | 1.5k | 210.30 |
| 2023-12-31 | $307k | 1.5k | 200.71 |
| 2023-09-30 | $536k | 3.0k | 176.74 |
| 2023-06-30 | $343k | 1.8k | 187.25 |
| 2022-12-31 | $272k | 1.6k | 174.39 |
| 2022-06-30 | $207k | 1.2k | 169.67 |
| 2022-03-31 | $250k | 1.2k | 205.09 |
| 2021-12-31 | $275k | 1.2k | 222.31 |
| 2021-09-30 | $267k | 1.2k | 219.03 |
| 2021-06-30 | $285k | 1.2k | 229.65 |
| 2021-03-31 | $274k | 1.2k | 220.79 |
| 2020-12-31 | $244k | 1.2k | 195.83 |
| 2019-12-31 | $264k | 1.6k | 165.93 |
| 2019-09-30 | $250k | 1.7k | 151.15 |
| 2019-06-30 | $269k | 1.7k | 155.31 |
| 2019-03-31 | $281k | 1.8k | 152.88 |
| 2018-12-31 | $221k | 1.7k | 133.94 |
| 2017-09-30 | $36k | 36k | 1.00 |
| 2017-06-30 | $217k | 1.5k | 140.54 |
| 2017-03-31 | $601k | 4.4k | 137.56 |
| 2016-12-31 | $590k | 4.4k | 135.04 |
| 2016-09-30 | $601k | 4.8k | 124.30 |
| 2016-06-30 | $728k | 6.3k | 114.92 |
| 2016-03-31 | $590k | 5.3k | 110.59 |
| 2015-12-31 | $377k | 3.4k | 112.54 |