iShares Russell 2000 Index shares owned by LYNCH & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $547k | 2.6k | 210.30 |
| 2023-12-31 | $522k | 2.6k | 200.71 |
| 2023-09-30 | $460k | 2.6k | 176.74 |
| 2023-06-30 | $487k | 2.6k | 187.31 |
| 2023-03-31 | $464k | 2.6k | 178.46 |
| 2022-12-31 | $453k | 2.6k | 174.23 |
| 2022-09-30 | $429k | 2.6k | 165.00 |
| 2022-06-30 | $457k | 2.7k | 169.26 |
| 2022-03-31 | $554k | 2.7k | 205.19 |
| 2021-12-31 | $601k | 2.7k | 222.59 |
| 2021-09-30 | $591k | 2.7k | 218.89 |
| 2021-06-30 | $642k | 2.8k | 229.29 |
| 2021-03-31 | $619k | 2.8k | 221.07 |
| 2020-12-31 | $549k | 2.8k | 196.07 |
| 2020-09-30 | $419k | 2.8k | 149.64 |
| 2020-06-30 | $417k | 2.9k | 143.25 |
| 2020-03-31 | $333k | 2.9k | 114.39 |
| 2019-12-31 | $427k | 2.6k | 165.70 |
| 2019-09-30 | $390k | 2.6k | 151.34 |
| 2019-06-30 | $401k | 2.6k | 155.61 |
| 2019-03-31 | $395k | 2.6k | 153.28 |
| 2018-12-31 | $372k | 2.8k | 133.96 |
| 2018-09-30 | $468k | 2.8k | 168.53 |
| 2018-06-30 | $555k | 3.4k | 163.67 |
| 2018-03-31 | $460k | 3.0k | 151.97 |
| 2017-12-31 | $478k | 3.1k | 152.47 |
| 2017-09-30 | $465k | 3.1k | 148.33 |
| 2017-06-30 | $456k | 3.2k | 140.96 |
| 2017-03-31 | $445k | 3.2k | 137.56 |
| 2016-12-31 | $640k | 4.7k | 134.77 |
| 2016-09-30 | $664k | 5.3k | 124.27 |
| 2016-06-30 | $668k | 5.8k | 115.01 |
| 2016-03-31 | $662k | 6.0k | 110.65 |
| 2015-12-31 | $679k | 6.0k | 112.55 |
| 2015-09-30 | $816k | 7.5k | 109.19 |
| 2015-06-30 | $949k | 7.6k | 124.90 |
| 2015-03-31 | $945k | 7.6k | 124.37 |
| 2014-12-31 | $2.0M | 17k | 119.65 |
| 2014-09-30 | $1.8M | 16k | 109.35 |
| 2014-06-30 | $1.7M | 15k | 118.79 |
| 2014-03-31 | $1.7M | 15k | 116.33 |
| 2013-12-31 | $1.6M | 14k | 115.33 |
| 2013-09-30 | $1.4M | 13k | 106.60 |
| 2013-06-30 | $1.3M | 13k | 97.02 |
| 2013-03-31 | $1.1M | 12k | 94.39 |
| 2012-12-31 | $910k | 11k | 84.35 |
| 2012-09-30 | $979k | 12k | 83.46 |
| 2012-06-30 | $895k | 11k | 79.59 |
| 2012-03-31 | $764k | 9.2k | 82.77 |
| 2011-12-31 | $578k | 7.8k | 73.77 |
| 2011-09-30 | $480k | 7.5k | 64.26 |
| 2011-06-30 | $545k | 6.6k | 82.73 |
| 2011-03-31 | $477k | 5.7k | 84.16 |