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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

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Quarterly 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