iShares Russell 2000 Index shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 8.6k | 210.30 |
| 2023-12-31 | $1.8M | 8.9k | 200.71 |
| 2023-09-30 | $1.6M | 9.3k | 176.74 |
| 2023-06-30 | $1.6M | 8.7k | 187.27 |
| 2023-03-31 | $1.6M | 9.1k | 178.40 |
| 2022-12-31 | $1.6M | 9.2k | 174.34 |
| 2022-09-30 | $1.5M | 9.3k | 164.90 |
| 2022-06-30 | $3.0M | 18k | 169.35 |
| 2022-03-31 | $5.4M | 26k | 205.29 |
| 2021-12-31 | $5.9M | 27k | 222.44 |
| 2021-09-30 | $5.9M | 27k | 218.76 |
| 2021-06-30 | $6.7M | 29k | 229.36 |
| 2021-03-31 | $6.6M | 30k | 220.92 |
| 2020-12-31 | $5.7M | 29k | 196.08 |
| 2020-09-30 | $3.9M | 26k | 149.79 |
| 2020-06-30 | $3.9M | 27k | 143.19 |
| 2020-03-31 | $3.2M | 28k | 114.46 |
| 2019-12-31 | $4.6M | 28k | 165.66 |
| 2019-09-30 | $4.3M | 28k | 151.34 |
| 2019-06-30 | $4.7M | 31k | 155.52 |
| 2019-03-31 | $4.9M | 32k | 153.10 |
| 2018-12-31 | $4.3M | 32k | 133.91 |
| 2018-09-30 | $6.3M | 37k | 168.55 |
| 2018-06-30 | $5.6M | 34k | 163.77 |
| 2018-03-31 | $5.1M | 33k | 151.84 |
| 2017-12-31 | $6.9M | 45k | 152.47 |
| 2017-09-30 | $5.8M | 39k | 148.18 |
| 2017-06-30 | $6.5M | 46k | 140.92 |
| 2017-03-31 | $6.6M | 48k | 137.47 |
| 2016-12-31 | $5.1M | 38k | 134.86 |
| 2016-09-30 | $3.6M | 29k | 124.22 |
| 2016-06-30 | $2.4M | 21k | 114.98 |
| 2016-03-31 | $2.4M | 22k | 110.65 |
| 2015-12-31 | $2.5M | 22k | 112.62 |
| 2015-09-30 | $3.2M | 29k | 109.21 |
| 2015-06-30 | $4.4M | 35k | 124.36 |
| 2015-03-31 | $4.4M | 35k | 124.36 |
| 2014-12-31 | $4.0M | 34k | 119.63 |
| 2014-09-30 | $3.3M | 30k | 109.36 |
| 2014-06-30 | $3.2M | 27k | 118.82 |
| 2014-03-31 | $3.3M | 28k | 116.34 |
| 2013-12-31 | $3.1M | 27k | 115.36 |
| 2013-09-30 | $3.3M | 31k | 106.60 |
| 2013-06-30 | $3.2M | 33k | 97.01 |