iShares Russell 2000 Index shares owned by Winch Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $122k | 503 | 242.06 |
| 2025-06-30 | $108k | 502 | 215.71 |
| 2025-03-31 | $100k | 500 | 199.67 |
| 2024-12-31 | $110k | 499 | 221.10 |
| 2024-09-30 | $110k | 498 | 220.81 |
| 2024-06-30 | $101k | 496 | 202.96 |
| 2024-03-31 | $117k | 558 | 210.23 |
| 2023-12-31 | $121k | 601 | 200.70 |
| 2023-09-30 | $120k | 679 | 176.73 |
| 2023-06-30 | $134k | 718 | 186.63 |
| 2023-03-31 | $147k | 824 | 178.40 |
| 2022-12-31 | $109k | 624 | 174.68 |
| 2022-09-30 | $122k | 742 | 164.42 |
| 2022-06-30 | $125k | 741 | 168.69 |
| 2022-03-31 | $152k | 741 | 205.13 |
| 2021-12-31 | $165k | 741 | 222.67 |
| 2021-09-30 | $165k | 754 | 218.83 |
| 2021-06-30 | $173k | 754 | 229.44 |
| 2021-03-31 | $164k | 741 | 221.32 |
| 2020-12-31 | $145k | 741 | 195.68 |
| 2020-09-30 | $111k | 741 | 149.80 |
| 2020-06-30 | $108k | 756 | 142.86 |
| 2020-03-31 | $87k | 756 | 115.08 |
| 2019-12-31 | $125k | 756 | 165.34 |
| 2019-09-30 | $115k | 760 | 151.32 |
| 2019-06-30 | $125k | 802 | 155.86 |
| 2019-03-31 | $123k | 802 | 153.37 |
| 2018-12-31 | $109k | 815 | 133.74 |
| 2018-09-30 | $5.5M | 33k | 168.55 |
| 2018-06-30 | $5.3M | 33k | 163.78 |
| 2018-03-31 | $127k | 836 | 151.91 |
| 2017-12-31 | $127k | 836 | 151.91 |
| 2017-09-30 | $123k | 836 | 147.13 |
| 2017-06-30 | $389k | 2.8k | 140.84 |
| 2017-03-31 | $428k | 3.1k | 137.49 |
| 2016-12-31 | $393k | 2.9k | 134.91 |
| 2015-09-30 | $26k | 242 | 107.44 |
| 2015-06-30 | $1.1M | 8.5k | 124.81 |
| 2015-03-31 | $6.0k | 47 | 127.66 |
| 2014-06-30 | $1.4M | 12k | 118.81 |
| 2014-03-31 | $828k | 7.1k | 116.32 |