iShares Russell 2000 Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64M | 259k | 245.83 |
| 2025-06-30 | $56M | 257k | 215.79 |
| 2025-03-31 | $52M | 258k | 199.49 |
| 2024-12-31 | $59M | 267k | 220.96 |
| 2024-09-30 | $58M | 263k | 220.89 |
| 2024-06-30 | $53M | 262k | 202.89 |
| 2024-03-31 | $54M | 258k | 210.30 |
| 2023-12-31 | $53M | 263k | 200.71 |
| 2023-09-30 | $49M | 280k | 176.74 |
| 2023-06-30 | $54M | 290k | 187.27 |
| 2023-03-31 | $55M | 305k | 178.40 |
| 2022-12-31 | $57M | 327k | 174.36 |
| 2022-09-30 | $54M | 326k | 164.92 |
| 2022-06-30 | $58M | 342k | 169.36 |
| 2022-03-31 | $71M | 348k | 205.27 |
| 2021-12-31 | $78M | 348k | 222.45 |
| 2021-09-30 | $78M | 356k | 218.75 |
| 2021-06-30 | $81M | 352k | 229.37 |
| 2021-03-31 | $76M | 343k | 220.94 |
| 2020-12-31 | $65M | 329k | 196.06 |
| 2020-09-30 | $49M | 325k | 149.79 |
| 2020-06-30 | $57M | 401k | 143.18 |
| 2020-03-31 | $49M | 426k | 114.46 |
| 2019-12-31 | $72M | 436k | 165.67 |
| 2019-09-30 | $65M | 427k | 151.34 |
| 2019-06-30 | $65M | 420k | 155.50 |
| 2019-03-31 | $65M | 427k | 153.09 |
| 2018-12-31 | $53M | 392k | 133.90 |
| 2018-09-30 | $66M | 391k | 168.55 |
| 2018-06-30 | $43M | 363k | 118.81 |
| 2018-03-31 | $61M | 403k | 151.83 |
| 2017-12-31 | $59M | 388k | 152.46 |
| 2017-09-30 | $56M | 380k | 148.18 |
| 2017-06-30 | $58M | 414k | 140.92 |
| 2017-03-31 | $59M | 430k | 137.48 |
| 2016-12-31 | $58M | 431k | 134.85 |
| 2016-09-30 | $50M | 406k | 124.21 |
| 2016-06-30 | $50M | 437k | 114.98 |
| 2016-03-31 | $49M | 443k | 110.63 |
| 2015-12-31 | $48M | 428k | 112.62 |
| 2015-09-30 | $45M | 411k | 109.20 |
| 2015-06-30 | $50M | 402k | 124.86 |
| 2015-03-31 | $49M | 396k | 124.37 |
| 2014-12-31 | $46M | 380k | 119.62 |
| 2014-09-30 | $40M | 364k | 109.35 |
| 2014-06-30 | $43M | 363k | 118.81 |
| 2014-03-31 | $43M | 365k | 116.34 |
| 2013-12-31 | $43M | 375k | 115.36 |
| 2013-09-30 | $40M | 374k | 106.61 |
| 2013-06-30 | $37M | 380k | 97.00 |
| 2012-03-31 | $19M | 226k | 82.81 |