iShares Russell 2000 Index shares owned by Bailard
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bailard
from 13F filings
Historical chart of Bailard investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bailard
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.2M | 37k | 246.16 |
| 2025-09-30 | $15M | 64k | 241.96 |
| 2025-06-30 | $14M | 63k | 215.79 |
| 2025-03-31 | $13M | 66k | 199.49 |
| 2024-12-31 | $15M | 66k | 220.96 |
| 2024-09-30 | $8.6M | 39k | 220.89 |
| 2024-06-30 | $7.9M | 39k | 202.89 |
| 2024-03-31 | $8.2M | 39k | 210.30 |
| 2023-12-31 | $7.8M | 39k | 200.71 |
| 2023-09-30 | $6.9M | 39k | 176.74 |
| 2023-06-30 | $2.6M | 14k | 187.27 |
| 2023-03-31 | $2.6M | 14k | 178.40 |
| 2022-12-31 | $2.5M | 14k | 174.36 |
| 2022-09-30 | $2.4M | 15k | 164.92 |
| 2022-06-30 | $2.5M | 15k | 169.34 |
| 2022-03-31 | $3.1M | 15k | 205.26 |
| 2021-12-31 | $3.6M | 16k | 222.48 |
| 2021-09-30 | $2.9M | 13k | 218.78 |
| 2021-06-30 | $3.1M | 13k | 229.38 |
| 2021-03-31 | $3.0M | 14k | 220.92 |
| 2020-12-31 | $2.5M | 13k | 196.09 |
| 2020-09-30 | $1.7M | 11k | 149.80 |
| 2020-06-30 | $2.4M | 17k | 143.18 |
| 2020-03-31 | $2.1M | 19k | 114.48 |
| 2019-12-31 | $1.8M | 11k | 165.69 |
| 2019-09-30 | $1.6M | 11k | 151.38 |
| 2019-06-30 | $1.6M | 10k | 155.52 |
| 2019-03-31 | $1.6M | 10k | 153.13 |
| 2018-12-31 | $1.4M | 10k | 133.88 |
| 2018-09-30 | $1.7M | 10k | 168.55 |
| 2018-06-30 | $1.5M | 8.9k | 163.79 |
| 2018-03-31 | $1.4M | 8.9k | 151.80 |
| 2017-12-31 | $1.3M | 8.8k | 152.50 |
| 2017-09-30 | $1.3M | 9.1k | 148.16 |
| 2017-06-30 | $1.3M | 8.9k | 140.95 |
| 2017-03-31 | $1.2M | 8.8k | 137.52 |
| 2016-12-31 | $1.2M | 8.7k | 134.82 |
| 2016-09-30 | $1.0M | 8.1k | 124.17 |
| 2016-06-30 | $839k | 7.3k | 115.04 |
| 2016-03-31 | $723k | 6.5k | 110.57 |
| 2015-09-30 | $506k | 4.6k | 109.29 |
| 2015-06-30 | $573k | 4.6k | 124.84 |
| 2015-03-31 | $544k | 4.4k | 124.46 |
| 2014-12-31 | $523k | 4.4k | 119.65 |
| 2014-09-30 | $450k | 4.1k | 109.44 |