iShares Russell 2000 Index shares owned by Windhaven Investment
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Windhaven Investment
from 13F filings
Historical chart of Windhaven Investment investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Windhaven Investment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Windhaven Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $109M | 715k | 151.83 |
| 2017-12-31 | $111M | 728k | 152.46 |
| 2017-09-30 | $111M | 748k | 148.18 |
| 2017-06-30 | $108M | 769k | 140.92 |
| 2017-03-31 | $666M | 4.8M | 137.48 |
| 2016-12-31 | $398M | 3.0M | 134.85 |
| 2016-09-30 | $171M | 1.4M | 124.21 |
| 2016-06-30 | $169M | 1.5M | 114.98 |
| 2016-03-31 | $175M | 1.6M | 110.63 |
| 2015-12-31 | $194M | 1.7M | 112.62 |
| 2015-09-30 | $208M | 1.9M | 109.20 |
| 2015-06-30 | $233M | 1.9M | 124.86 |
| 2015-03-31 | $264M | 2.1M | 124.37 |
| 2014-12-31 | $523M | 4.4M | 119.62 |
| 2014-09-30 | $549M | 4.9M | 111.03 |
| 2014-06-30 | $611M | 5.2M | 118.34 |
| 2014-03-31 | $594M | 5.2M | 114.29 |
| 2013-12-31 | $1.3B | 11M | 115.36 |
| 2013-09-30 | $1.2B | 11M | 106.61 |
| 2013-06-30 | $1.1B | 11M | 97.56 |
| 2013-03-31 | $503M | 5.3M | 94.31 |
| 2012-09-30 | $382M | 4.5M | 84.04 |
| 2012-06-30 | $328M | 4.2M | 77.31 |
| 2012-03-31 | $322M | 3.9M | 82.81 |
| 2011-03-31 | $1.7M | 21k | 84.19 |
| 2010-12-31 | $1.6M | 21k | 76.25 |