iShares Russell 2000 Index shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 4.5k | 220.89 |
| 2024-06-30 | $1.0M | 5.1k | 202.89 |
| 2024-03-31 | $1.2M | 5.7k | 210.30 |
| 2023-12-31 | $1.2M | 5.9k | 200.71 |
| 2023-09-30 | $364k | 2.1k | 176.74 |
| 2023-06-30 | $158k | 841 | 187.27 |
| 2023-03-31 | $518k | 2.9k | 178.40 |
| 2022-09-30 | $2.0k | 11 | 181.82 |
| 2022-06-30 | $2.0k | 11 | 181.82 |
| 2022-03-31 | $2.0k | 11 | 181.82 |
| 2021-12-31 | $470k | 2.1k | 222.33 |
| 2021-09-30 | $406k | 1.9k | 218.75 |
| 2021-06-30 | $324k | 1.4k | 229.62 |
| 2021-03-31 | $330k | 1.5k | 221.03 |
| 2020-12-31 | $348k | 1.8k | 195.95 |
| 2020-06-30 | $10k | 67 | 149.25 |
| 2020-03-31 | $8.0k | 67 | 119.40 |
| 2019-12-31 | $724k | 4.4k | 165.71 |
| 2019-09-30 | $784k | 5.2k | 151.26 |
| 2019-06-30 | $1.2M | 7.8k | 153.13 |
| 2019-03-31 | $1.1M | 7.0k | 153.15 |
| 2018-12-31 | $1.2M | 7.4k | 168.54 |
| 2018-09-30 | $1.0M | 6.3k | 163.76 |
| 2018-06-30 | $824k | 5.4k | 151.81 |
| 2018-03-31 | $834k | 5.5k | 151.83 |
| 2017-12-31 | $249k | 1.6k | 152.76 |
More positions owned by USA Financial Portformulas
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