iShares Russell 2000 Index shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $695k | 3.5k | 200.95 |
| 2023-12-31 | $660k | 3.5k | 190.83 |
| 2023-09-30 | $575k | 3.4k | 171.23 |
| 2023-06-30 | $641k | 3.4k | 189.83 |
| 2023-03-31 | $622k | 3.4k | 184.29 |
| 2022-12-31 | $626k | 3.4k | 185.86 |
| 2022-09-30 | $561k | 3.3k | 167.61 |
| 2022-06-30 | $569k | 3.4k | 169.55 |
| 2022-03-31 | $674k | 3.4k | 200.83 |
| 2021-12-31 | $719k | 3.4k | 214.31 |
| 2021-09-30 | $723k | 3.3k | 221.58 |
| 2021-06-30 | $725k | 3.3k | 222.19 |
| 2021-03-31 | $1.5M | 6.5k | 223.79 |
| 2020-12-31 | $673k | 3.2k | 207.46 |
| 2020-09-30 | $524k | 3.3k | 157.03 |
| 2020-06-30 | $551k | 3.9k | 140.96 |
| 2020-03-31 | $436k | 3.8k | 114.59 |
| 2019-12-31 | $640k | 3.9k | 165.59 |
| 2019-09-30 | $609k | 4.2k | 146.39 |
| 2019-06-30 | $651k | 4.2k | 155.41 |
| 2019-03-31 | $668k | 4.2k | 160.73 |
| 2018-12-31 | $651k | 4.3k | 149.90 |
| 2018-09-30 | $653k | 4.4k | 147.40 |
| 2018-06-30 | $738k | 4.5k | 163.82 |
| 2018-03-31 | $767k | 5.1k | 151.79 |
| 2017-12-31 | $880k | 5.8k | 152.54 |