iShares Russell 2000 Index shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $86k | 430 | 200.71 |
| 2023-06-30 | $38k | 200 | 187.27 |
| 2022-06-30 | $126k | 746 | 168.90 |
| 2022-03-31 | $153k | 746 | 205.09 |
| 2021-12-31 | $166k | 746 | 222.52 |
| 2021-09-30 | $163k | 746 | 218.50 |
| 2021-06-30 | $121k | 526 | 230.04 |
| 2020-12-31 | $882k | 4.5k | 196.00 |
| 2020-09-30 | $674k | 4.5k | 149.78 |
| 2020-06-30 | $644k | 4.5k | 143.11 |
More positions owned by Bourgeon Capital Management
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