iShares Russell 2000 Index shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 59k | 241.96 |
| 2025-06-30 | $13M | 60k | 215.79 |
| 2024-12-31 | $14M | 61k | 220.96 |
| 2024-09-30 | $13M | 61k | 220.89 |
| 2024-06-30 | $12M | 59k | 202.89 |
| 2024-03-31 | $12M | 57k | 210.30 |
| 2023-12-31 | $11M | 53k | 200.71 |
| 2023-09-30 | $8.7M | 49k | 176.74 |
| 2023-06-30 | $8.4M | 45k | 187.27 |
| 2023-03-31 | $7.9M | 44k | 178.40 |
| 2022-12-31 | $6.4M | 37k | 174.36 |
| 2022-09-30 | $6.7M | 41k | 164.92 |
| 2022-06-30 | $6.4M | 38k | 169.35 |
| 2022-03-31 | $7.3M | 36k | 205.28 |
| 2021-12-31 | $7.2M | 32k | 222.46 |
| 2021-09-30 | $6.4M | 30k | 218.74 |
| 2021-06-30 | $7.6M | 33k | 229.38 |
| 2021-03-31 | $6.4M | 29k | 220.93 |
| 2019-12-31 | $1.0M | 6.2k | 165.73 |