iShares Russell 2000 Index shares owned by Bartlett & Co.
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 29k | 204.02 |
| 2023-09-30 | $4.7M | 27k | 177.58 |
| 2023-06-30 | $3.3M | 18k | 187.30 |
| 2023-03-31 | $3.2M | 18k | 178.41 |
| 2022-12-31 | $3.2M | 18k | 174.34 |
| 2022-09-30 | $2.9M | 18k | 164.91 |
| 2022-06-30 | $3.0M | 18k | 169.34 |
| 2022-03-31 | $3.6M | 18k | 205.26 |
| 2021-12-31 | $4.0M | 18k | 222.48 |
| 2021-09-30 | $4.0M | 19k | 218.77 |
| 2021-06-30 | $4.7M | 20k | 229.39 |
| 2021-03-31 | $4.9M | 22k | 220.95 |
| 2020-12-31 | $4.5M | 23k | 196.08 |
| 2020-09-30 | $3.7M | 25k | 149.79 |
| 2020-06-30 | $3.3M | 23k | 143.20 |
| 2020-03-31 | $2.5M | 22k | 114.48 |
| 2019-09-30 | $3.3M | 22k | 151.35 |
| 2019-06-30 | $2.4M | 16k | 155.51 |
| 2019-03-31 | $2.5M | 17k | 153.09 |
| 2018-12-31 | $2.2M | 16k | 133.91 |
| 2018-09-30 | $2.6M | 16k | 168.52 |
| 2018-06-30 | $2.8M | 17k | 163.74 |
| 2018-03-31 | $2.8M | 18k | 151.82 |
| 2017-12-31 | $2.7M | 18k | 152.46 |
| 2017-09-30 | $2.5M | 17k | 148.17 |
| 2017-06-30 | $1.9M | 14k | 140.89 |
| 2017-03-31 | $1.9M | 14k | 137.50 |
| 2016-12-31 | $1.7M | 13k | 134.84 |
| 2016-09-30 | $809k | 6.5k | 124.17 |
| 2016-06-30 | $714k | 6.2k | 115.03 |
| 2016-03-31 | $1.1M | 9.6k | 110.62 |
| 2015-12-31 | $1.1M | 9.3k | 112.62 |
| 2015-09-30 | $1.0M | 9.4k | 109.20 |
| 2015-06-30 | $969k | 7.8k | 124.92 |
| 2015-03-31 | $850k | 6.8k | 124.38 |
| 2014-12-31 | $744k | 6.2k | 119.63 |
| 2014-09-30 | $691k | 6.3k | 109.35 |
| 2014-06-30 | $751k | 6.3k | 118.85 |
| 2014-03-31 | $758k | 6.5k | 116.40 |
| 2013-12-31 | $659k | 5.7k | 115.31 |
| 2013-09-30 | $609k | 5.7k | 106.56 |
| 2013-06-30 | $591k | 6.1k | 97.04 |
| 2013-03-31 | $610k | 6.5k | 94.35 |
| 2012-12-31 | $545k | 6.5k | 84.30 |
| 2012-09-30 | $522k | 6.3k | 83.39 |
| 2012-03-31 | $643k | 7.8k | 82.83 |
| 2010-06-30 | $575k | 7.2k | 79.53 |