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iShares Russell 2000 Index shares owned by Athena Capital Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Athena Capital Advisors from 13F filings

Historical chart of Athena Capital Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Athena Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $4.3M 30k 143.17
2020-03-31 $3.7M 33k 114.47
2019-12-31 $5.2M 31k 165.65
2019-09-30 $6.7M 44k 151.34
2019-06-30 $7.9M 51k 155.50
2019-03-31 $3.4M 23k 151.83
2018-12-31 $6.3M 47k 133.90
2018-09-30 $4.3M 26k 168.57
2018-06-30 $4.2M 26k 163.76
2018-03-31 $3.4M 23k 151.83
2017-12-31 $3.2M 21k 152.45
2017-09-30 $1.9M 13k 148.21
2017-06-30 $3.0M 21k 140.89
2017-03-31 $2.6M 19k 137.46
2016-12-31 $2.3M 17k 134.87
2016-06-30 $1.9M 17k 115.01
2016-03-31 $2.2M 20k 110.61
2015-12-31 $2.2M 20k 112.64
2015-09-30 $2.2M 20k 109.22
2015-06-30 $2.5M 20k 124.88
2015-03-31 $2.5M 20k 124.38
2014-12-31 $2.5M 21k 119.62
2014-09-30 $2.2M 20k 109.35
2014-06-30 $2.4M 20k 118.80
2014-03-31 $2.7M 23k 116.36
2013-12-31 $3.7M 32k 115.36
2013-09-30 $3.4M 32k 106.60
2013-06-30 $4.2M 43k 97.01
2013-03-31 $3.8M 40k 94.44
2012-12-31 $3.3M 39k 84.33
2012-09-30 $4.5M 54k 83.44
2012-06-30 $3.8M 48k 79.56
2012-03-31 $4.3M 52k 82.80
2011-12-31 $4.6M 63k 73.74
2011-09-30 $1.3M 20k 64.30
2011-06-30 $1.5M 19k 82.81
2011-03-31 $1.4M 17k 84.17
2010-12-31 $1.3M 16k 78.26

More positions owned by Athena Capital Advisors

Thermo Fisher Scientific (TMO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
iShares Gold Trust Ishares
Nordson Corporation (NDSN)
Apple (AAPL)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
Alphabet Inc., Class C Shares Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Progressive Corporation (PGR)
Alphabet Inc., Class A Shares Cap Stk Cl A (GOOGL)
Solaredge Technologies (SEDG)
Johnson & Johnson (JNJ)
Eaton Corp SHS (ETN)
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)
Home Depot (HD)

View all positions for Athena Capital Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Millennium Management
Susquehanna International
Goldman Sachs Group
Citigroup
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Belvedere Trading

View all funds holding iShares Russell 2000 Index