iShares Russell 2000 Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $575k | 2.6k | 220.92 |
| 2024-06-30 | $531k | 2.6k | 202.89 |
| 2024-03-31 | $546k | 2.6k | 210.29 |
| 2023-12-31 | $5.1M | 19k | 273.74 |
| 2023-09-30 | $434k | 2.4k | 177.56 |
| 2023-06-30 | $457k | 2.4k | 187.33 |
| 2023-03-31 | $443k | 2.5k | 178.49 |
| 2022-12-31 | $450k | 2.6k | 174.28 |
| 2022-09-30 | $381k | 2.3k | 164.94 |
| 2022-06-30 | $428k | 2.5k | 169.51 |
| 2022-03-31 | $525k | 2.6k | 205.08 |
| 2021-12-31 | $614k | 2.8k | 222.46 |
| 2021-09-30 | $604k | 2.8k | 218.84 |
| 2021-06-30 | $643k | 2.8k | 229.23 |
| 2021-03-31 | $642k | 2.9k | 221.00 |
| 2020-12-31 | $574k | 2.9k | 196.24 |
| 2020-09-30 | $447k | 3.0k | 150.66 |
| 2020-06-30 | $454k | 3.2k | 141.70 |
| 2020-03-31 | $425k | 3.7k | 114.43 |
| 2019-12-31 | $1.0M | 6.2k | 165.68 |
| 2019-09-30 | $935k | 6.2k | 151.34 |
| 2019-06-30 | $952k | 6.1k | 155.45 |
| 2019-03-31 | $948k | 6.1k | 154.30 |
| 2018-12-31 | $726k | 5.4k | 133.87 |
| 2018-09-30 | $913k | 5.4k | 168.61 |
| 2018-06-30 | $904k | 5.5k | 163.74 |
| 2018-03-31 | $852k | 5.5k | 154.32 |
| 2017-12-31 | $854k | 5.5k | 154.74 |