iShares Russell 2000 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 109 | 242.18 |
| 2025-06-30 | $24k | 109 | 215.68 |
| 2025-03-31 | $43k | 217 | 199.06 |
| 2024-12-31 | $171k | 774 | 221.01 |
| 2024-09-30 | $194k | 878 | 220.98 |
| 2024-06-30 | $178k | 877 | 202.81 |
| 2024-03-31 | $200k | 952 | 210.41 |
| 2023-12-31 | $191k | 951 | 200.73 |
| 2023-09-30 | $185k | 1.0k | 176.69 |
| 2023-06-30 | $196k | 1.0k | 187.22 |
| 2023-03-31 | $186k | 1.0k | 178.38 |
| 2022-12-31 | $186k | 1.1k | 174.29 |
| 2022-09-30 | $176k | 1.1k | 165.41 |
| 2022-06-30 | $180k | 1.1k | 169.65 |
| 2022-03-31 | $175k | 852 | 205.40 |
| 2021-12-31 | $418k | 1.9k | 222.22 |
| 2021-09-30 | $449k | 2.1k | 218.70 |
| 2021-06-30 | $503k | 2.2k | 229.16 |
| 2021-03-31 | $493k | 2.2k | 221.08 |
| 2020-12-31 | $454k | 2.3k | 196.20 |
| 2020-09-30 | $346k | 2.3k | 149.91 |
| 2020-06-30 | $348k | 2.4k | 143.03 |
| 2020-03-31 | $298k | 2.6k | 114.35 |
| 2019-12-31 | $430k | 2.6k | 165.51 |
| 2019-09-30 | $435k | 2.9k | 151.30 |
| 2019-06-30 | $529k | 3.4k | 155.54 |
| 2019-03-31 | $519k | 3.4k | 153.01 |
| 2018-12-31 | $480k | 3.6k | 133.89 |
| 2018-09-30 | $619k | 3.7k | 168.44 |
| 2018-06-30 | $604k | 3.7k | 163.64 |