iShares Russell 2000 Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 2.5k | 241.99 |
| 2025-06-30 | $456k | 2.1k | 215.82 |
| 2025-03-31 | $400k | 2.0k | 199.51 |
| 2024-12-31 | $581k | 2.6k | 220.97 |
| 2024-09-30 | $580k | 2.6k | 220.89 |
| 2024-03-31 | $511k | 2.4k | 210.27 |
| 2023-12-31 | $513k | 2.6k | 200.68 |
| 2023-09-30 | $451k | 2.5k | 176.75 |
| 2023-06-30 | $297k | 1.6k | 187.28 |
| 2023-03-31 | $303k | 1.7k | 178.41 |
| 2022-12-31 | $271k | 1.6k | 174.37 |
| 2022-09-30 | $272k | 1.6k | 165.05 |
| 2022-06-30 | $824k | 4.9k | 169.41 |
| 2022-03-31 | $993k | 4.8k | 205.25 |
| 2021-12-31 | $1.1M | 4.8k | 222.41 |
| 2021-09-30 | $339k | 1.5k | 218.99 |
| 2021-06-30 | $355k | 1.5k | 229.33 |
| 2021-03-31 | $373k | 1.7k | 220.84 |
| 2020-12-31 | $315k | 1.6k | 195.77 |
| 2020-09-30 | $287k | 1.9k | 149.79 |
| 2020-06-30 | $274k | 1.9k | 143.01 |
| 2020-03-31 | $219k | 1.9k | 114.30 |
| 2019-12-31 | $317k | 1.9k | 165.45 |
| 2019-09-30 | $290k | 1.9k | 151.36 |
| 2019-06-30 | $297k | 1.9k | 155.01 |
| 2019-03-31 | $293k | 1.9k | 152.92 |
| 2018-12-31 | $305k | 2.3k | 134.07 |
| 2018-09-30 | $383k | 2.3k | 168.43 |
| 2018-06-30 | $390k | 2.4k | 163.59 |
| 2018-03-31 | $358k | 2.4k | 147.93 |
| 2017-12-31 | $381k | 2.5k | 152.16 |
| 2017-09-30 | $410k | 3.3k | 124.09 |
| 2017-06-30 | $406k | 2.9k | 140.92 |
| 2017-03-31 | $451k | 3.3k | 137.37 |
| 2016-12-31 | $458k | 3.3k | 136.76 |