iShares Russell 2000 Index shares owned by XML Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by XML Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 42k | 241.96 |
| 2025-06-30 | $9.0M | 42k | 215.79 |
| 2025-03-31 | $7.4M | 37k | 199.49 |
| 2024-12-31 | $8.6M | 39k | 220.96 |
| 2024-09-30 | $8.5M | 39k | 220.89 |
| 2024-06-30 | $7.6M | 38k | 202.89 |
| 2024-03-31 | $5.0M | 24k | 210.30 |
| 2023-09-30 | $6.6M | 37k | 176.74 |
| 2023-06-30 | $7.9M | 42k | 187.37 |
| 2023-03-31 | $8.1M | 45k | 178.40 |
| 2022-12-31 | $8.2M | 47k | 174.36 |
| 2022-09-30 | $8.0M | 49k | 164.93 |
| 2022-06-30 | $8.0M | 47k | 169.36 |
| 2022-03-31 | $9.6M | 47k | 205.27 |
| 2021-12-31 | $10M | 46k | 222.45 |
| 2021-09-30 | $9.7M | 45k | 218.76 |
| 2021-06-30 | $9.9M | 43k | 229.38 |
| 2021-03-31 | $9.0M | 41k | 220.97 |
| 2020-12-31 | $7.9M | 40k | 196.06 |
| 2020-09-30 | $5.8M | 39k | 149.82 |
| 2020-06-30 | $5.1M | 36k | 143.19 |
| 2020-03-31 | $3.9M | 34k | 114.48 |
| 2019-12-31 | $5.3M | 32k | 165.65 |