iShares Russell 2000 Index shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $498k | 2.5k | 200.71 |
| 2023-09-30 | $439k | 2.5k | 176.74 |
| 2023-06-30 | $465k | 2.5k | 187.27 |
| 2023-03-31 | $443k | 2.5k | 178.40 |
| 2022-12-31 | $467k | 2.7k | 174.36 |
| 2022-09-30 | $442k | 2.7k | 165.05 |
| 2022-06-30 | $454k | 2.7k | 169.53 |
| 2022-03-31 | $550k | 2.7k | 205.38 |
| 2021-12-31 | $1.2M | 5.3k | 222.43 |