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iShares Russell 2000 Index shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.5M 37k 200.71
2023-09-30 $5.5M 31k 176.74
2023-06-30 $5.7M 30k 187.27
2023-03-31 $6.0M 34k 178.40
2022-12-31 $5.9M 34k 174.36
2022-09-30 $4.3M 26k 164.91
2022-06-30 $4.5M 27k 169.37
2022-03-31 $5.5M 27k 205.26
2021-12-31 $6.2M 28k 222.44
2021-09-30 $6.1M 28k 218.74