iShares Russell 2000 Index shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 1.1k | 241.92 |
| 2025-06-30 | $382k | 1.8k | 215.83 |
| 2024-09-30 | $277k | 1.3k | 220.88 |
| 2024-03-31 | $442k | 2.1k | 210.30 |
| 2023-09-30 | $412k | 2.3k | 176.77 |
| 2023-06-30 | $656k | 3.5k | 187.29 |