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iShares Russell 2000 Index shares owned by YHB Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by YHB Investment Advisors from 13F filings

Historical chart of YHB Investment Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by YHB Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 24k 210.30
2023-12-31 $5.0M 25k 200.71
2023-09-30 $5.2M 29k 176.74
2023-06-30 $5.5M 29k 187.27
2023-03-31 $5.4M 30k 178.40
2022-12-31 $5.3M 31k 174.36
2022-09-30 $5.0M 31k 164.92
2022-06-30 $5.3M 31k 169.36
2022-03-31 $6.4M 31k 205.26
2021-12-31 $6.9M 31k 222.45
2021-09-30 $6.7M 31k 218.74
2021-06-30 $7.0M 31k 229.36
2021-03-31 $7.0M 31k 224.66
2020-12-31 $6.2M 32k 196.07
2020-09-30 $4.8M 32k 149.79