iShares Russell 2000 Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.7M | 30k | 220.96 |
| 2024-09-30 | $6.9M | 31k | 220.89 |
| 2024-06-30 | $7.3M | 36k | 201.70 |
| 2024-03-31 | $7.8M | 37k | 210.30 |
| 2023-12-31 | $7.6M | 38k | 200.71 |
| 2023-09-30 | $17M | 96k | 176.74 |
| 2023-06-30 | $17M | 93k | 187.27 |
| 2023-03-31 | $16M | 90k | 178.40 |
| 2022-12-31 | $15M | 85k | 174.36 |
| 2022-09-30 | $15M | 89k | 164.92 |
| 2022-06-30 | $14M | 82k | 169.36 |
| 2022-03-31 | $15M | 75k | 205.27 |
| 2021-12-31 | $15M | 67k | 222.46 |
| 2021-09-30 | $13M | 58k | 218.76 |
| 2021-06-30 | $12M | 52k | 229.39 |
| 2021-03-31 | $10M | 46k | 220.94 |
| 2020-12-31 | $6.1M | 31k | 196.07 |
| 2020-09-30 | $4.9M | 33k | 149.81 |
| 2020-06-30 | $4.6M | 32k | 143.18 |
| 2020-03-31 | $3.9M | 34k | 114.48 |
| 2019-12-31 | $10M | 61k | 165.66 |
| 2019-09-30 | $8.7M | 57k | 151.34 |
| 2019-06-30 | $6.1M | 39k | 155.47 |
| 2019-03-31 | $5.9M | 39k | 153.08 |
| 2018-12-31 | $5.2M | 39k | 133.90 |
| 2018-09-30 | $6.8M | 41k | 168.54 |
| 2018-06-30 | $5.9M | 36k | 163.75 |
| 2018-03-31 | $5.6M | 37k | 151.83 |
| 2017-12-31 | $5.4M | 35k | 152.45 |
| 2017-09-30 | $4.7M | 31k | 148.19 |
| 2017-06-30 | $4.2M | 30k | 140.92 |
| 2017-03-31 | $4.0M | 29k | 137.50 |
| 2016-12-31 | $4.0M | 30k | 134.85 |
| 2016-09-30 | $3.6M | 29k | 124.23 |
| 2016-06-30 | $3.9M | 34k | 114.99 |
| 2016-03-31 | $3.0M | 27k | 110.63 |
| 2015-12-31 | $3.3M | 29k | 112.62 |
| 2015-09-30 | $3.1M | 28k | 109.21 |
| 2015-06-30 | $3.5M | 28k | 124.86 |
| 2015-03-31 | $3.5M | 28k | 124.39 |
| 2014-12-31 | $3.4M | 29k | 119.58 |
| 2014-09-30 | $3.0M | 28k | 109.34 |
| 2014-06-30 | $3.4M | 29k | 118.83 |
| 2014-03-31 | $3.3M | 29k | 116.36 |
| 2013-12-31 | $3.2M | 28k | 115.34 |
| 2013-09-30 | $2.8M | 27k | 106.61 |
| 2013-06-30 | $2.4M | 25k | 96.98 |
| 2013-03-31 | $2.4M | 25k | 94.39 |
| 2012-12-31 | $2.1M | 25k | 84.31 |
| 2012-09-30 | $2.1M | 25k | 83.44 |
| 2012-06-30 | $2.0M | 25k | 79.57 |
| 2012-03-31 | $2.2M | 27k | 82.80 |
| 2011-12-31 | $1.7M | 23k | 73.74 |
| 2011-09-30 | $1.5M | 23k | 64.27 |
| 2011-06-30 | $1.9M | 23k | 82.81 |
| 2011-03-31 | $1.9M | 22k | 84.14 |