iShares Russell 2000 Index shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Breakwater Capital Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $418k | 2.0k | 210.30 |
2023-12-31 | $365k | 1.9k | 196.54 |
2023-09-30 | $300k | 1.8k | 165.46 |
2023-06-30 | $349k | 1.9k | 187.27 |
2023-03-31 | $333k | 1.9k | 178.40 |
2022-12-31 | $230k | 1.3k | 174.36 |