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iShares Russell 2000 Index shares owned by WBI Investments

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WBI Investments from 13F filings

Historical chart of WBI Investments investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by WBI Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 52k 200.71
2023-09-30 $9.2M 52k 176.74
2023-06-30 $11M 56k 187.27
2023-03-31 $9.2M 52k 178.40
2022-12-31 $8.0M 46k 174.36
2022-09-30 $8.8M 54k 163.89
2022-03-31 $8.9M 44k 204.64
2021-09-30 $8.2M 38k 218.10
2020-09-30 $9.8M 65k 149.80
2020-06-30 $9.4M 65k 143.19