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iShares Russell 2000 Index shares owned by Winter & Associates

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Winter & Associates from 13F filings

Historical chart of Winter & Associates investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Winter & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 812 252.36