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iShares Russell 2000 Index shares owned by Wellington Shields & Co

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wellington Shields & Co from 13F filings

Historical chart of Wellington Shields & Co 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 & Co 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 & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 196 220.89
2024-06-30 $15k 75 202.89
2024-03-31 $16k 75 210.31
2021-09-30 $219k 1.0k 219.00
2021-06-30 $229k 1.0k 229.00
2021-03-31 $221k 1.0k 221.00