iShares Russell 2000 Index shares owned by Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Trust
from 13F filings
Historical chart of Trust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 528 | 241.96 |
| 2025-06-30 | $114k | 528 | 215.79 |
| 2025-03-31 | $105k | 528 | 199.49 |
| 2024-12-31 | $117k | 528 | 220.96 |
| 2024-09-30 | $117k | 528 | 220.89 |
| 2024-06-30 | $107k | 528 | 202.89 |
| 2024-03-31 | $2.9k | 14 | 210.29 |
| 2023-12-31 | $2.8k | 14 | 200.71 |
| 2023-09-30 | $2.5k | 14 | 176.71 |
| 2023-06-30 | $2.6k | 14 | 187.29 |
| 2023-03-31 | $2.5k | 14 | 178.43 |
| 2022-12-31 | $2.0k | 14 | 142.86 |
| 2022-09-30 | $2.0k | 14 | 142.86 |
| 2022-06-30 | $2.0k | 14 | 142.86 |
| 2022-03-31 | $3.0k | 14 | 214.29 |
| 2021-12-31 | $3.0k | 14 | 214.29 |
| 2019-09-30 | $3.0k | 18 | 166.67 |
| 2018-12-31 | $97k | 724 | 133.98 |
| 2018-09-30 | $167k | 990 | 168.69 |