iShares Russell 2000 Index shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Wellington Shields Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $571k | 2.6k | 220.89 |
2024-06-30 | $753k | 3.7k | 202.89 |
2024-03-31 | $780k | 3.7k | 210.30 |
2021-12-31 | $487k | 2.2k | 222.48 |
2021-09-30 | $633k | 2.9k | 218.88 |
2021-06-30 | $651k | 2.8k | 229.23 |
2021-03-31 | $815k | 3.7k | 220.93 |
2020-12-31 | $292k | 1.5k | 196.10 |
2019-03-31 | $262k | 1.7k | 153.31 |
2018-12-31 | $242k | 1.8k | 133.78 |
2018-09-30 | $305k | 1.8k | 168.60 |
2018-06-30 | $296k | 1.8k | 163.63 |
2018-03-31 | $275k | 1.8k | 152.02 |
2017-12-31 | $268k | 1.8k | 152.71 |
2017-09-30 | $275k | 1.9k | 148.25 |
2017-06-30 | $247k | 1.8k | 140.74 |
2017-03-31 | $241k | 1.8k | 137.32 |
2016-12-31 | $206k | 1.5k | 134.64 |
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