iShares Russell 2000 Index shares owned by Whalerock Point Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Whalerock Point Partners
from 13F filings
Historical chart of Whalerock Point Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Whalerock Point Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 2.4k | 241.96 |
| 2025-06-30 | $545k | 2.5k | 215.79 |
| 2025-03-31 | $901k | 4.5k | 199.49 |
| 2024-12-31 | $996k | 4.5k | 220.96 |
| 2024-09-30 | $894k | 4.0k | 220.89 |
| 2024-06-30 | $779k | 3.8k | 202.89 |
| 2024-03-31 | $807k | 3.8k | 210.30 |
| 2023-12-31 | $773k | 3.8k | 200.71 |
| 2023-09-30 | $769k | 4.4k | 176.74 |
| 2023-06-30 | $815k | 4.4k | 187.27 |
| 2023-03-31 | $776k | 4.4k | 178.40 |
| 2022-12-31 | $759k | 4.4k | 174.36 |
| 2022-09-30 | $729k | 729 | 1000.38 |
| 2022-06-30 | $750k | 4.4k | 169.26 |
| 2022-03-31 | $948k | 4.6k | 205.27 |
| 2021-12-31 | $1.0M | 4.6k | 222.45 |
| 2021-09-30 | $995k | 4.5k | 218.78 |
| 2021-06-30 | $1.0M | 4.5k | 229.37 |
| 2021-03-31 | $1.0M | 4.7k | 220.94 |
| 2020-12-31 | $917k | 4.7k | 196.02 |
| 2020-09-30 | $730k | 729 | 1000.65 |
| 2020-06-30 | $711k | 5.0k | 143.12 |
| 2020-03-31 | $604k | 5.3k | 114.52 |
| 2019-12-31 | $927k | 5.6k | 165.71 |
| 2019-09-30 | $882k | 5.8k | 151.31 |
| 2019-06-30 | $916k | 5.9k | 155.57 |
| 2019-03-31 | $940k | 6.1k | 153.14 |
| 2018-12-31 | $742k | 5.5k | 133.86 |
| 2018-09-30 | $1.1M | 6.5k | 168.58 |
| 2018-06-30 | $809k | 4.9k | 163.86 |
| 2018-03-31 | $726k | 4.8k | 151.88 |
| 2017-12-31 | $613k | 4.0k | 152.41 |
| 2017-09-30 | $597k | 4.0k | 148.21 |
| 2017-06-30 | $632k | 4.5k | 140.88 |
| 2017-03-31 | $391k | 2.8k | 137.24 |
| 2016-12-31 | $526k | 3.9k | 134.77 |
| 2016-09-30 | $272k | 2.2k | 124.03 |
| 2016-03-31 | $499k | 4.5k | 110.62 |
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