iShares Russell 2000 Index shares owned by Waldron
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.0k | 241.96 |
| 2025-06-30 | $1.3M | 6.2k | 215.79 |
| 2025-03-31 | $1.2M | 5.8k | 199.49 |
| 2024-12-31 | $1.3M | 5.9k | 220.96 |
| 2024-09-30 | $1.3M | 5.9k | 220.89 |
| 2024-06-30 | $1.2M | 6.0k | 202.89 |
| 2024-03-31 | $1.3M | 6.3k | 210.30 |
| 2023-12-31 | $1.5M | 7.4k | 200.65 |
| 2023-09-30 | $1.7M | 9.8k | 177.51 |
| 2023-06-30 | $2.1M | 11k | 187.25 |
| 2023-03-31 | $2.3M | 13k | 178.33 |
| 2022-12-31 | $2.1M | 13k | 164.90 |
| 2022-09-30 | $2.1M | 13k | 164.90 |
| 2022-06-30 | $2.1M | 13k | 169.34 |
| 2022-03-31 | $2.6M | 13k | 205.22 |
| 2021-12-31 | $2.8M | 13k | 222.43 |
| 2021-09-30 | $3.4M | 15k | 218.69 |
| 2021-06-30 | $1.3M | 5.5k | 229.25 |
| 2021-03-31 | $894k | 4.0k | 220.90 |
| 2020-12-31 | $942k | 4.8k | 196.01 |
| 2020-09-30 | $577k | 3.9k | 149.75 |
| 2020-06-30 | $435k | 3.0k | 143.09 |
| 2020-03-31 | $352k | 3.1k | 114.14 |
| 2019-12-31 | $918k | 5.5k | 165.55 |
| 2019-09-30 | $649k | 4.3k | 151.18 |
| 2019-06-30 | $588k | 3.8k | 155.39 |
| 2019-03-31 | $776k | 5.1k | 152.91 |
| 2018-12-31 | $311k | 2.3k | 133.48 |
| 2018-09-30 | $387k | 2.3k | 168.19 |
| 2018-06-30 | $391k | 2.4k | 163.67 |
| 2018-03-31 | $273k | 1.8k | 151.67 |
| 2017-12-31 | $225k | 1.5k | 152.13 |