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
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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 |
|---|---|---|---|
| 2025-09-30 | $90k | 371 | 241.96 |
| 2025-06-30 | $80k | 371 | 215.79 |
| 2024-12-31 | $93k | 421 | 220.96 |
| 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 |